KATHLEEN HELEN MASSASSO
Financial Adviser · St Leonards, NSW
📚 Qualifications & Training
1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Sydney
2017 - Diploma of Financial Planning - Diploma (AQF 5) - CPA Australia
2025 - thics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
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.