MARGOT TRUMAN
Financial Adviser · Norwood, SA
📚 Qualifications & Training
1995 - Bachelor of Accountancy - Bachelor Degree (AQF 7) - University of South Australia
2015 - CPA - Professional Designations - CPA Australia
2015 - Diploma of Financial Planning - - Integrity Education Group
2025 - FPC002B Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
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.