KATRIEL MOSHE WARLOW-SHILL
Financial Adviser · Caulfield North, VIC
📚 Qualifications & Training
1993 - Degree of Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of the Witwatersrand, Johannesburg South Africa
1994 - Degree of Honours Bachelor of Accounting Science - Bachelor Honours Degree (AQF 8) - University of South Africa
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2021 - Margin Lending - Professional Designations - Kaplan
2021 - Self Managed Super Funds - Professional Designations - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
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.