ELIZABETH JANE DEAN
Financial Adviser · Cammeray, NSW
📚 Qualifications & Training
2008 - Accredited Derivatives Adviser - - ASX
2009 - Diploma of Financial Services NS50804 - - Kaplan Training
2010 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2010 - SMSF Funds - - Kaplan Training
2012 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Economic & Legal Process for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.