KATHLEEN MARIE THERESE DEAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2012 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Monash University
2015 - CFP Certification Program (CFP 1-4) - Professional Designations - Financial Planning Association of Australia
2021 - Ethics for Financial Services - Bridging Course - Ethics - Deakin
🏢 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.