LENA NGAIO PEEL
Financial Adviser · Nelson Bay, NSW
📚 Qualifications & Training
2011 - Bachelor of Commerce - - University of Wollongong
2016 - Advanced Diploma of Financial Planning - - Monarch Institute
2016 - Self Managed Superannuation Fund accreditation - - Monarch Institute
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.