LEESA MICHELLE GRAHAM
Financial Adviser Ā· Mackay, QLD
š Qualifications & Training
1994 - Certification Program - - CPA Australia
2007 - Postgraduate Diploma in Personal Financial Planning - Graduate Diploma (AQF 8) - University of Southern Queensland
2014 - Certified Financial Planner - Professional Designations - FAAA
2015 - SMSF Specialist Adviser - - SMSF Association
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
ā¹ļø 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.