KARA TREEBY
Financial Adviser · Hawthorn, VIC
📚 Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA
2012 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
2012 - Self Managed Superannuation Funds - Professional Designations - Kaplan Professional Education
2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
🏢 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.