KATHERINE EVELYN CASSELLS
Financial Adviser · Buderim, QLD
📚 Qualifications & Training
1989 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Queensland University of Technology
1991 - Certified Practicing Accountants Program - Other - Certified Public Accountants of Australia Pty Ltd
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2024 - Commercial Law - Other - Kaplan Professional
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.