FIONA CASTLE
Financial Adviser · East Gosford, NSW
📚 Qualifications & Training
2013 - Diploma of Financial Planning - - Kaplan Professional Education
2016 - Securities & Managed Investments - - Kaplan Professional Education
2017 - Accredited Aged Care Professional - - Aged Care Steps
2018 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
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.