KATHRYN WILLOWHITE
Financial Adviser ยท Murwillumbah, NSW
๐ Qualifications & Training
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited
2015 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor
2017 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
โน๏ธ 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.