CARA WILLIAMS
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2015 - Bachelor of Business (Management) - - Queensland University of Technology
2015 - Diploma of Financial Planning - - Kaplan
2017 - Advanced Diploma of Financial Planning - - Mentor Education
2019 - Tax and Commercial Law for Financial Planning - Other - Kaplan
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.