ELIZABETH MAREE WHEATLEY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1994 - Bachelor of Commerce - - University of Canberra
2003 - Graduate Diploma of Applied Finance and Investmen - Graduate Diploma (AQF 8) - Securities Institute
2016 - Diploma of Financial Planning - - Kaplan
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2022 - Master of Financial Planning - Masters Degree (AQF 9) - 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.