CATHLEEN MARY SHIMMIN
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - MLC Three Sixty (RTO)
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
2016 - Diploma of Management - Diploma (AQF 5) - TAFE SA
2018 - Tax for Financial Advising (DFP5v4) - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
ā¹ļø 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.