EMILY JESSICA MACDONALD
Financial Adviser ยท Surrey Hills, VIC
๐ Qualifications & Training
2015 - Bachelor of Commerce (Major in Finance) - Bachelor Degree (AQF 7) - Deakin
2018 - Master of Accounting and International Finance - Masters Degree (AQF 9) - Deakin
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
โน๏ธ 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.