BETH LOUISE CASEY
Financial Adviser · South Brisbane, QLD
📚 Qualifications & Training
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2011 - Margin Lending & Geared Investments - Other - Kaplan Professional Education
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Ltd
2012 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
2014 - ASX Listed Products Accreditation Course (LPAC) - Other - LPAC Online Pty Ltd
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.