KELLIE JANE TREWEEK
Financial Adviser · Bowen Hills, QLD
📚 Qualifications & Training
2010 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan
2012 - Self Managed Superannuation Funds - Other - Kaplan
2020 - ALPA - Other - Kaplan
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan
🏢 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.