EMMA WALSH

Financial Adviser · Ballina, NSW

Registered

Registration Number

000328244

Registration Status

Registered

Location

Ballina, NSW 2478

Providing Advice Since

2008

Registration Date

10/12/2018

Financial Services Licensee

WEALTH MANAGEMENT MATTERS PTY LTD

Licence #000491619

📚 Qualifications & Training

2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Limited
2019 - Accredited Listed Product Adviser Program - - Kaplan Professional
2019 - Principles of Self Managed Superannuation Funds - - International Institute of Technology
2020 - Accredited Aged Care Professional - Other - Aged Care Steps
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.