LARA SHEARMAN
Financial Adviser · Traralgon, VIC
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2014 - Graduate Certificate in Applied Finance - - Kaplan Professional
2014 - Graduate Certificate in Applied Finance - Graduate Certificate (AQF 8) - Kaplan
2021 - FPC001B Economic and Legal Context for Financial Planning - Other - Kaplan Professional
2022 - FPC006 Taxation for Financial Planning - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
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.