KATIE JUNE WITHERS
Financial Adviser · Long Jetty, NSW
📚 Qualifications & Training
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2023 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
🏢 Professional Memberships
Accredited Aged Care Professional
Financial Advice Association of Australia (FAAA)
MFAA - Mortgage & Finance Association of Australia
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.