KAY ROSE AARONS
Financial Adviser · South Melbourne, VIC
📚 Qualifications & Training
1988 - Australian Certificate of Investment Planning - - Securities Institute
1996 - Diploma of Financial Planning - - Securities Institute
1998 - Certified Financial Planner - - Financial Planning Association
2020 - Ethics and Professionalism in Financial Advice - Professional Designations - Kaplan
2021 - Financial Adviser Exam - Professional Designations - FASEA
🏢 Professional Memberships
Association of Real Return Investment Advisers Limited
Financial Advice Association of Australia (FAAA)
Tax Practitioner Board
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.