ISABEL DALLAS
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2000 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - University of Western Australia
2008 - Diploma of Accounting - Diploma (AQF 5) - TAFE Tasmania
2013 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology Pty Ltd (IIT)
2015 - DFP5 Tax for financial advising - Other - Kaplan Education Pty Ltd
2015 - TASATFA Tax for financial Advising - Other - Kaplan Education Pty Ltd
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.