CHRISTY VALLEN D'SOUZA
Financial Adviser · Benowa, QLD
📚 Qualifications & Training
2001 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2013 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited
🏢 Professional Memberships
FBAA - Finance Brokers Association of Australia
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.