LOUISA JANE MERRY
Financial Adviser · Perth, WA
📚 Qualifications & Training
2007 - Bachelor of Commerce (Major in Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2014 - Margin Lending - - Kaplan Higher Education Pty Limited
2015 - Foreign Exchange - - Kaplan Higher Education Pty Limited
2018 - Advanced Diploma Financial Planning - - Kaplan Higher Education Pty Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2022 - Self-Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limitedl
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.