KETI STEVANOVSKI
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Woollongong
1997 - CA Program - Professional Designations - Institute of Chartered Accountants
2016 - Kaplan FP, Super and SMSF - - Kaplan
2021 - FASEA Exam - Other - FASEA
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
ICAA
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.