KALE WREN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2015 - Bachelor of Business (Economics and Finance) - Bachelor Degree (AQF 7) - RMIT University
2020 - Foreign Exchange SAFAA Accredited Course - Other - Stockbrokers and Financial Advisers Association
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
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.