KATE REBECCA BORCH
Financial Adviser · Colac, VIC
📚 Qualifications & Training
1999 - Bachelor of Commerce (Finance and Accounting) - Bachelor Degree (AQF 7) - Deakin University
2003 - Certified Practicing Accountants (CPA) Australia Program - Professional Designations - CPA Australia
2016 - Accountants Essential Advice - Diploma (AQF 5) - Integrity Education Group
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2022 - Accredited Aged Care Professional - Other - Aged Care Steps
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
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.