ELISE ARICHETA
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA Education
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2011 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2011 - Margin Lending and Geared Investments Program - Other - Kaplan Professional
2011 - Self Managed Superanuattion Funds Program - Other - Kaplan Professional
2014 - Bachelor of Business and Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Western Sydney
2016 - Master of Financial Planning - Masters Degree (AQF 9) - Western Sydney University
2016 - SMSF Specialist Advisor Accreditation Program - Professional Designations - SMSF Association
2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
FAAA - Certificated Financial Planner (CFP)
SMSF Association - SMSF Specialist Advisor (SSA)
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.