CASSANDRA JOY BROCKWAY
Financial Adviser · Bundaberg East, QLD
📚 Qualifications & Training
2004 - Diploma Financial of Services (Financial Planning) - Diploma (AQF 5) - Integratec Training
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning
2008 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2010 - RG146 Margin Lending - Other - MLC ThreeSixty
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2024 - Accredited Aged Care Professional Program - Other - Aged Care Steps
🏢 Professional Memberships
Certified Financial Planner (CFP) of 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.