MARY-LOUISE MCCARTHY
Financial Adviser · Mornington, VIC
📚 Qualifications & Training
2005 - Advanced Diploma of Financial Planning FNB60402 - Advanced Diploma (AQF 6) - GWM Adviser Services Ltd
2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia Ltd
2010 - FNSASICR503A Provide advice in Margin Lending - Other - GWM Adviser Services Ltd trading as Advice Education
2020 - FPC002B Ethics and Professionalism in Financial Advice - Other - Kaplan Education Pty Ltd
🏢 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.