LARA JANE REID

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

000313347

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

1999

Registration Date

19/12/2012

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

šŸ“š Qualifications & Training

2002 - Diploma of Financial Planning - - Financial Planning Assocation of Australia
2007 - Self Managed Superannuation Funds - - Financial Essentials
2017 - Diploma of Financial Planning - - International Institute of Technology

šŸ¢ Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner

ā„¹ļø 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.