HELEN DUNDON
Financial Adviser · Eastwood, SA
📚 Qualifications & Training
1996 - Bachelor of Accountancy - Bachelor Degree (AQF 7) - University of South Australia
2004 - CPA (Financial Planning Specialist) - Professional Designations - CPA Australia
2005 - Certified Financial Planner (CFP®) - - Financial Planning Association of Australia (FPA)
2011 - Margin Lending and Geared Investments - - Kaplan Professional
2012 - SMSF Specialist Advisor - - SPAA SMSF Professionals Association of Australia
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.