CRYSTAL MCGILVRAY
Financial Adviser · Tamworth, NSW
📚 Qualifications & Training
2020 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - Super Concepts Specialist SMSF Course - Professional Designations - University of Adelaide & SuperConcepts
2026 - Margin Lending Specialist - Professional Designations - Kaplan Professional
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.