DEMELZA LOUISE LISTER
Financial Adviser · Shepparton, VIC
📚 Qualifications & Training
2000 - Bachelor of Business (Hospitality Management) - Bachelor Degree (AQF 7) - La Trobe University
2005 - Diploma of Financial Planning FNS50804 - Diploma (AQF 5) - Tribeca
2012 - RG146 Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2016 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Australia
2022 - Accredited Aged Care Professional - Other - Aged Care Steps Pty Ltd
2025 - Client Engagement Skills - Other - Kaplan Professional
2025 - 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.