JILL AMANDA STILES
Financial Adviser ยท East Perth, WA
๐ Qualifications & Training
1979 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Curtin University (formerly WA Institute of Technology)
2006 - Certificate IV in Financial Services (Finance/ Mortgage Broking) - Certificate (AQF 1-4) - FINSIA
2010 - ASX Listed Products Accreditation Course - Other - LPAC Online
2010 - Margin Lending and Geared Investments - Other - Kaplan
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
๐ข Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
SMSF Association
โน๏ธ 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.