JOANNE DOUGLAS
Financial Adviser · Wollongong, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Services (Financial Planning) - - Integratec
2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca
2007 - Certified Financial Planner - - Financial Planning Association
2018 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 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.