LORETTA DAWN RABBITT
Financial Adviser · Miranda, NSW
📚 Qualifications & Training
1992 - Associate Diploma in Business - - Southern Sydney Institute of TAFE
1998 - Master of Business Administration - - Southern Cross University
2005 - Graduate Diploma Financial Planning - - Securities Institute of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
FINSIA - Financial Services Institute of Australasia
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.