KATIE YOUNG
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2001 - Bachelor of Management - - University of Newcastle
2009 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2010 - Certificate IV in Financial Services (Finance/Mortgage Broking) - - Australis College (formerly Intellitrain)
2025 - Accredited Aged Care Professional(TM) Program - Other - Aged Care Steps
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.