LYNDA MACPHERSON
Financial Adviser · West Leederville, WA
📚 Qualifications & Training
1993 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Curtin University
1996 - CPA - Professional Designations - CPA Australia
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle
2022 - FPC002B Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
2024 - FPC007B Client Enagagement Skills - Bridging Course - Behavioural Finance - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
Institute of Public Accountants (IPA)
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.