ELISE JANE ANDERSON
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
2012 - Bachelor of Commerce (Accounting & Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2014 - RG146 Managed Investments & Securities & Derivatives - Diploma (AQF 5) - Kaplan Australia
2014 - RG146 Margin Lending - Diploma (AQF 5) - Kaplan Australia
2016 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2022 - FPC002B-Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.