KAYLEIGH ANDERSON

Financial Adviser · Nowra, NSW

Registered

Registration Number

000321665

Registration Status

Registered

Location

Nowra, NSW 2541

Providing Advice Since

2010

Registration Date

01/06/2021

Financial Services Licensee

ALLIANCE WEALTH PTY LTD

Licence #000449221

📚 Qualifications & Training

2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2011 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

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.