CAITLYN AMY KENT
Financial Adviser Ā· Mackay, QLD
š Qualifications & Training
2015 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - USQ
2019 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2022 - M669 Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.