LINDA JOY KOWALKE
Financial Adviser · Maitland, NSW
📚 Qualifications & Training
1997 - Advanced Certificate in Management - - TAFE NSW
2009 - Advanced Diploma of Accounting - - TAFE NSW
2013 - Master of Commerce (Professional Accounting) - Masters Degree (AQF 9) - University of New England
2016 - Diploma in Financial Planning - - International Institute of Technology
2016 - Principles in Self Managed Superannuation Funds - - International Institute of Technology
2024 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Institute of Public Accountants (IPA)
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.