MARGARET LISA TAGG
Financial Adviser · Hawthorne East, VIC
📚 Qualifications & Training
2011 - ASX Securities - - Kaplan
2011 - Self Managed Super Fund Course - - Kaplan
2012 - Advanced Diploma of Financial Services (FP) - - Kaplan
2014 - Certificate IV in Financial Services (Finance/Mortgage Broking) - - Kaplan
2015 - Accredited Aged Care Professional - - Aged Care Steps
🏢 Professional Memberships
Finance Brokers Association of Australia (FBAA)
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.