CRYSTA LOUISE CONN
Financial Adviser · Norwest, NSW
📚 Qualifications & Training
2003 - Bachelor of Business (Applied Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2009 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - Mortgage & Finance Association of Australia (MFAA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.