EMMA KATE ALDERSON
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2005 - Certified Practising Accountant - Professional Designations - CPA
2006 - PS146 Insurance & Investments - Certificate (AQF 1-4) - CPA
2015 - FNS10 Financial Services Traing Package - Certificate (AQF 1-4) - Terra Cordis
2018 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2025 - FPC002B Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.