ELIZABETH MAREE TROTTER

Financial Adviser · Norwood, SA

Registered

Registration Number

000312707

Registration Status

Registered

Location

Norwood, SA 5067

Providing Advice Since

2007

Registration Date

29/02/2012

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

📚 Qualifications & Training

2011 - Taxation Planning - - Kaplan Professional
2012 - Diploma of Financial Services - - Pinnacle Financial Services Academy
2014 - Diploma of Counselling (Financial) - - National Education Academy Pty Ltd
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - 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.