LOUISA MUNRO
Financial Adviser · Seymour, VIC
📚 Qualifications & Training
1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University
2002 - CPA Certified Practicing Accountant Program - Professional Designations - CPA
2010 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
SMSF Association
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.