DEBORAH-ANN BATSON
Financial Adviser · Mornington, VIC
📚 Qualifications & Training
2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong
2014 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2015 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
2017 - Estate Planning Course - Other - Kaplan Professional
2021 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2025 - SMSF Specialist Advisor (SSA) Accreditation Program - Professional Designations - SMSF Association
🏢 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.