KATHERINE MARY VALLANCE
Financial Adviser · Perth, WA
📚 Qualifications & Training
1998 - Bachelor of Science - Bachelor Degree (AQF 7) - University of London
2006 - Graduate Diploma of Financial Planning (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2016 - DFP5v1 Tax for Financial Advising - Other - Kaplan Professional
2016 - Securities & Managed Investments - Other - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2024 - Commercial Law - 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.