JOHANNA HOPGOOD

Financial Adviser ยท Mount Gambier, SA

Registered

Registration Number

001269707

Registration Status

Registered

Location

Mount Gambier, SA 5290

Providing Advice Since

2018

Registration Date

26/11/2018

Financial Services Licensee

MERIT WEALTH PTY LTD

Licence #000409361

๐Ÿ“š Qualifications & Training

2003 - Bachelor of Arts (International Studies) - Bachelor Degree (AQF 7) - University of South Australia
2003 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - University of South Australia
2016 - Financial Services Training Package - Diploma (AQF 5) - Terra Cordis
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - ATL001 CTA1 Foundations - Other - The Tax Institute
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
2024 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education

โ„น๏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.