JULIE SUSAN HAUTOT
Financial Adviser · Daglish, WA
📚 Qualifications & Training
2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2014 - Graduate Certificate in Taxation - - Curtin University of Technology
2016 - Masters in Taxation - Masters Degree (AQF 9) - Curtin University
2018 - CFP Certification Program - Professional Designations - Financial Planning Association of Australia
2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.