CAROL MCRAE-PITT
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
1992 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Edith Cowan University
2001 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia (Deakin University)
2015 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2023 - Tax for Financial Advising Course (TFAv1) - Other - Kaplan Professional
🏢 Professional Memberships
Certified Financial Planner (CFP) of Financial Advice Assoication 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.