KATHERINE MARIE CALVISI
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2016 - Bachelor of Business with Credit (Accounting and Finance) - Bachelor Degree (AQF 7) - University of Technology Sydney
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2019 - DFP5v4 Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
2024 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited
2025 - Graduate Diploma of Financial Planning. - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
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.