LORETTA ANNE HILL
Financial Adviser Β· Melbourne, VIC
π Qualifications & Training
1985 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Bendigo College of Advanced Education
1998 - Certified Practicing Accountants Program - Professional Designations - Certified Public Accountants of Australia Pty Ltd (CPA)
2000 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
π’ Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
βΉοΈ 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.