CATHRYN AMANDA WALLEY
Financial Adviser · Geelong West, VIC
📚 Qualifications & Training
2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2004 - Graduate Diploma (ICAA) - Graduate Diploma (AQF 8) - ICAA
2012 - Diploma of Financial Services - - Pinnacle
2016 - SMSF Specialist Advisor - Professional Designations - Self Managed Super Fund Association
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.