JULIA SCHORTINGHUIS
Financial Adviser · Perth, WA
📚 Qualifications & Training
1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Murdoch University
2008 - Diploma Financial Services (Financial Planning) (GK & FP) - Diploma (AQF 5) - AAMC Training Group
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - AAMC Training Group
2016 - Certified Financial Planner - CFP Certification Program - Professional Designations - Financial Planning Association (FPA)
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.