JOANNE DOAK
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
2003 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association
2009 - Certified Financial Planner - - Financial Planning Association
2017 - Financial Services Training Package - Diploma (AQF 5) - Terra Cordis Pty Ltd
2017 - Self Managed Superannuation Funds - Diploma (AQF 5) - Terra Cordis Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.