CLARISSA HELEN TAI
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2005 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute of Australia
2009 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
2017 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.