KERRI LYNNE STEVENS
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1983 - The Securities Institute Australia 8-unit Diploma Course - Diploma (AQF 5) - The Securities Institute Australia
1998 - ASX Accredited Derivatives Adviser Level 1 - - ASX
2002 - SDIA Accreditation Program Assessment - - SDIA / Deakin University
2003 - RMIT / SDIA Superannuation Module - - RMIT University
2011 - Margin Lending Accreditation Program - - Kaplan Education Pty Ltd
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.