LEONIE IRENE MCKAIN
Financial Adviser · Cleveland, QLD
📚 Qualifications & Training
2012 - Diploma of Financial Planning - Diploma (AQF 5) - Traineeship Management Australia (TMA)
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2017 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2018 - Commercial Law Course (TASACLv2) - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2021 - Accredited Listed Product Adviser Program - Other - 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.