KATE DUNDON
Financial Adviser ยท Eastwood, SA
๐ Qualifications & Training
2012 - Bachelor of Psychological Science - Bachelor Degree (AQF 7) - University South Australia
2017 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - SMSF Association Specialist Member Accreditation Program - Professional Designations - SMSF Association
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
โน๏ธ 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.