KATHRYN FITCH-DANIELS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty
2008 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
2014 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2022 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Western Sydney University
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Responsible Investment Association Australasia (RIAA)
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.