JULIA ELIZABETH ZIETEK
Financial Adviser ยท Toowoomba City, QLD
๐ Qualifications & Training
2010 - Cert IV finance and Mortgage - - TMA
2015 - Diploma of Financial Planning - - RG146
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2025 - SMSF Regulations and Taxation - Other - Kaplan
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.