LORELLE PRICE
Financial Adviser · Bendigo, VIC
📚 Qualifications & Training
2004 - Self Managed Super Funds - Other - Tribeca
2006 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Ltd
2010 - Certified Financial Planner - Professional Designations - Financial Planning Association
2010 - Margin Lending & Geared Investments - Other - Kaplan
2017 - Bachelor of Business (Management) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Ltd
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
🏢 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.