LARA JOANNE GILL
Financial Adviser · Tamworth, NSW
📚 Qualifications & Training
2012 - Diploma of Financial Planning - - Kaplan
2014 - Advanced Diploma of Financial Planning - - Kaplan
2017 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2019 - SMSF Specialist Advisors - Professional Designations - SMSF Association
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
2022 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association of Australia (FPA)
SMSF Association
SMSF Association
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.