GAYLE MARGARET MCKEW
Financial Adviser ยท Burleigh Heads, QLD
๐ Qualifications & Training
2005 - Self Managed Super Funds - - Kaplan Professional Education (formerly Tribeca)
2006 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education (formerly Tribeca)
2011 - Margin Lending and Geared Investments - - Kaplan Professional Education
2016 - Accredited Aged Care Professional - - Aged Care Steps
2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN
2024 - SMSF Specialist Advisor (SSA) - Graduate Certificate (AQF 8) - SMSF Association
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.