HELEN CALLAGHAN
Financial Adviser · Toowong, QLD
📚 Qualifications & Training
2001 - Bachelor of Economics - Bachelor Degree (AQF 7) - Unversity of Sydney
2011 - Advanced Diploma in Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2011 - Diploma of Financial Services - Diploma (AQF 5) - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2026 - Commercial Law - Certificate (AQF 1-4) - Kaplan Professional
2026 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional
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.