DAWN PHILLIPPER PARTRIDGE

Financial Adviser Β· Perth, WA

Registered

Registration Number

001267105

Registration Status

Registered

Location

Perth, WA 6000

Providing Advice Since

2018

Registration Date

28/08/2023

Financial Services Licensee

EUROZ HARTLEYS LIMITED

Licence #000230052

πŸ“š Qualifications & Training

2015 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Edith Cowan University
2017 - Diploma of Financial Planning - - Kaplan
2018 - DFP5v3 Tax for Financial Advising - Other - Kaplan
2022 - Master of Financial Planning - Masters Degree (AQF 9) - 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.