KAILEY WEATHERSTONE

Financial Adviser Ā· Ballarat, VIC

Registered

Registration Number

001314723

Registration Status

Registered

Location

Ballarat, VIC 3350

Providing Advice Since

2025

Registration Date

10/04/2025

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

šŸ“š Qualifications & Training

2021 - Bachelor of Accounting (Financial Planning) - Bachelor Degree (AQF 7) - Charles Sturt University
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

ā„¹ļø 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.