CHRISTINE DALE LYON
Financial Adviser · Applecross, WA
📚 Qualifications & Training
1986 - Bachelor of Business (Accounting) - - Western Australia College of Advanced Education
2013 - Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT)
2018 - Accreditation in Margin Lending & SMSF - Other - Integrity
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Institute of Public Accountants (IPA)
Tax Institute of Australia
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.