HALINA LOUISE ROACH
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1997 - Bachelor of Business (Banking and Finance) - - Monash University
2001 - Certified Financial Planner - - Financial Planning Association of Australia
2002 - Graduate Diploma of Financial Planning (Historical SIA/FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.