KATRINA ANNE JOHNSON
Financial Adviser · Greensborough, VIC
📚 Qualifications & Training
2006 - Introduction to Business Law LST11IBL - Other - LaTrobe University
2007 - Bachelor of Commerce (Accounting, Management) - Bachelor Degree (AQF 7) - LaTrobe University
2009 - Taxation 2 - Other - Institute of Chartered Accountants
2011 - Chartered Accountants Program - Professional Designations - Institute of Chartered Accountants in Australia
2016 - Self Managed Superannuation Funds - Other - Pinnacle Financial Services Academy
2019 - SMSF Specialist Adviser (SSA) - Professional Designations - SMSF Association
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.