ELIZABETH JAYNE WALMSLEY

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001008948

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2011

Registration Date

02/03/2020

Financial Services Licensee

HERITAGE CAPITAL GROUP PTY LTD

Licence #000518138

πŸ“š Qualifications & Training

2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2016 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)
Tax Practitioners Board

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.