CATRIONA GRAHAM
Financial Adviser · Mornington, VIC
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - AMP Financial Planning Pty Ltd
2008 - FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd
2012 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd
2018 - Fellow Chartered Financial Practitioner - Professional Designations - Association of Financial Advisers
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
🏢 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.