KATE PRICE
Financial Adviser · Cleveland, QLD
📚 Qualifications & Training
2017 - Margin Lending - Other - Kaplan
2018 - Bachelor of Financial Planning - Bachelor Degree (AQF 7) - Central Queensland University
2018 - LAWS11030 - Introductory and contract law - Other - Central Queensland University
2018 - LAWS19033 - Taxation law and practice A - Other - Central Queensland University
2019 - Self Managed Superannuation Funds - Other - Kaplan
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Accredited Listed Product Adviser (ALPA) - Other - 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.