KIM LEANNE BARBER
Financial Adviser Β· Wodonga, VIC
π Qualifications & Training
2007 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - Charles Sturt University
2012 - Diploma of Financial Services (FP) - Diploma (AQF 5) - Kaplan
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
2025 - Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
π’ Professional Memberships
Financial Advice Association of Australia (FAAA)
βΉοΈ 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.