KATHERINE MCARTHUR
Financial Adviser · New Lambton, NSW
📚 Qualifications & Training
2002 - Bachelor of Arts - Bachelor Degree (AQF 7) - The University of Newcastle
2004 - Bachelor of Laws - Bachelor Degree (AQF 7) - The University of Newcastle
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Professional
2017 - Margin Lending - Other - Kaplan Professional
2019 - Self Managed Superannuation Funds - Other - Mentor Education
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 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.