KELLIE DAVIDSON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1996 - Bachelor of Arts/ Bachelor of Economics - Bachelor Degree (AQF 7) - La Trobe University
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2004 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.