KERRI-LYN MENDL
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1994 - Bachelor of Business - Bachelor Degree (AQF 7) - Central Queensland University
2002 - Diploma of Financial Planning - DFP 1-8 - Diploma (AQF 5) - Financial Planning Association (FPA)
2016 - Self Managed Superannuation Funds - - Kaplan Professional Education
2016 - Tier 1 Margin Lending - Personal Advice - - Kaplan Professional Education
2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2023 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2025 - 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.