KAREN ELS
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2005 - Honours Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Africa
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Group
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2015 - Advanced Diploma Of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2015 - Self Managed Superannuation Funds - - Kaplan Professional Education
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
ā¹ļø 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.