IDA ERIKSSON
Financial Adviser · Townsville City, QLD
📚 Qualifications & Training
2015 - Bachelor of Business (Accounting/Financial Management) - Bachelor Degree (AQF 7) - James Cook University
2017 - Graduate Diploma of Chartered Accounting - - Chartered Accountants Australia & New Zealand
2018 - RG 146 Super essentials - - Integrity
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Client Engagement Skills - Other - 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.