KATHRYN MCCALLUM
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1988 - Bachelor of Arts (Hons) with majors in English Literature & Economics - - University of Sydney
1993 - Master of Commerce - - University of New South Wales
2000 - Graduate Diploma of Applied Finance & Investment - - Security Institute of Australia
2005 - Graduate Diploma of Financial Planning (Standard) - - Kaplan
2007 - Graduate Diploma of Financial Planning (Advanced) - - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (Finsia)
Financial Services Institute of Australasia (Finsia)
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.