LYNETTE FAY ANDERSON

Financial Adviser Β· Dulwich, SA

Registered

Registration Number

001241815

Registration Status

Registered

Location

Dulwich, SA 5065

Providing Advice Since

2016

Registration Date

03/07/2017

Financial Services Licensee

WAKEFIELD PARTNERS PTY LTD

Licence #000493924

πŸ“š Qualifications & Training

2016 - Diploma of Financial Planning - - KAPLAN
2016 - Securities and Managed Investments - - KAPLAN
2017 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2024 - SuperConcepts Specialist SMSF Course - Other - SuperConcepts

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.