KATHERINE LOIS O'DWYER
Financial Adviser · Shepparton, VIC
📚 Qualifications & Training
2012 - Bachelor of Business Human Resource Management / Business Advertising & Design - Bachelor Degree (AQF 7) - Swinburne University of Technology
2014 - Diploma of Finance, Mortgage Broking Management - Other - AAMC Training Group
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.