KRISTY MITCHELL

Financial Adviser ยท Berserker, QLD

Registered

Registration Number

000406250

Registration Status

Registered

Location

Berserker, QLD 4701

Providing Advice Since

2011

Registration Date

31/07/2015

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

๐Ÿ“š Qualifications & Training

2011 - Diploma Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - MLC ThreeSixty
2011 - RG146 Provide advice in Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2017 - Advanced Diploma Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Kaplan Australia
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Central Queensland University

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.