DEBORAH LEE SPENCE
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2004 - Diploma of Financial Planning - - Deakin University
2009 - Certified Financial Planner - - FPA
2009 - Professional Diploma in Securities and Derivatives - Diploma (AQF 5) - Deakin University
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2010 - Self Managed Superannuation Funds - Other - Kaplan Professional
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.