CARA ELIZABETH GRAHAM
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2013 - Diploma of Financial Planning - - Mentor Education
2014 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia
2015 - Accredited Listed Product Adviser program - Other - Kaplan Professional
2015 - SMSF Specialist Adviser - - SMSF Association
2018 - Certified Financial Planner Professional - Professional Designations - Financial Planning Association (FPA)
2020 - Ethics and Professionalism in financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.