ELIZABETH ANNE RAE
Financial Adviser · Perth, WA
📚 Qualifications & Training
2012 - Bachelor of Commerce - - The University of Western Australia
2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia
2012 - Bachelor of Science - - The University of Western Australia
2013 - Diploma in Financial Planning - - Kaplan
2015 - Tax (Financial) Adviser - - Tax Practitioners Board
2017 - Advanced Diploma in Financial Planning - - Kaplan
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
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.