JOANNA POTTS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2006 - Bachelor of Commerce (Accounting and Finance) - - University of Wollongong
2009 - Graduate Diploma of Applied Finance (Financial Planning) - - Kaplan Professional
2011 - Certified Financial Planner (CFP®) - - Financial Planning Association of Australia (FPA)
2012 - SMSF Specialist Advisor - - SMSF Association
2022 - Margin Lending Specialist - Other - Kaplan Professional
🏢 Professional Memberships
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.