CALLIE ANN COOK
Financial Adviser · Traralgon, VIC
📚 Qualifications & Training
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2016 - TASACLv1 Commercial Law - Other - Kaplan Professional
2016 - Tax for Financial Advising - Other - Kaplan Professional
2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2023 - Specialist SMSF Course - Other - Super Concepts & The University of Adelaide
2025 - FCP0001B Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.