KATHY ANNE HAVERS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2000 - Diploma of Financial Planning - - Financial Planning Association of Australia
2004 - Certified Financial Planner - - Financial Planning Association of Australia
2009 - Self Managed Superannuation Funds - - Kaplan Professional Education
2010 - DPML Margin Lending - Certificate (AQF 1-4) - Pinnacle Financial Services Academy
2011 - Masters of Entrepreneurship and Innovation - - Swinburne University
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Australian Institute of Company Directors
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.