KATRINA WROE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1995 - Diploma in Financial Planning - Diploma (AQF 5) - RMIT University
1997 - Diploma in Financial Markets - Diploma (AQF 5) - Securities Institute of Australia
2003 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2003 - Master in Financial Planning - Masters Degree (AQF 9) - RMIT University
🏢 Professional Memberships
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.