KATHRYN PRICE
Financial Adviser · Monbulk, VIC
📚 Qualifications & Training
1995 - Bachelor of Applied Science - Bachelor Degree (AQF 7) - RMIT University
2001 - Graduate Diploma in Business (Management) - Graduate Diploma (AQF 8) - Monash University
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Securities Institute Education
2017 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Kaplan Professional
2018 - Commercial Law Course - Other - Kaplan Professional
2018 - Securities and Managed Investments Program (DFP4) - Other - Kaplan Professional
2018 - Tax for Financial Advising - Other - Kaplan Professional
2023 - 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.