KAITLYN MAREE COVER

Financial Adviser · Varsity Lakes, QLD

Registered

Registration Number

001298407

Registration Status

Registered

Location

Varsity Lakes, QLD 4227

Providing Advice Since

2023

Registration Date

15/08/2022

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2017 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT)
2020 - FPC006 Tax & Commerical Law for Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2020 - Graduate Diploma of Financial Planning - Graduate Certificate (AQF 8) - Kaplan Professional

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.