KRISTIE NOTTE
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2018 - Tier 1 - Life Insurance (Personal Advice) - - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2022 - Accedited Aged Care Professional - Professional Designations - Aged Care Steps
2025 - SMSF Regulations and Taxation - Professional Designations - Kaplan
🏢 Professional Memberships
Tax Practitioners Board
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.