MARY-LOUISE SERRAO
Financial Adviser · North Ryde, NSW
📚 Qualifications & Training
1991 - Bachelor of Education (Secondary) (Mathematics) - Bachelor Degree (AQF 7) - University of Sydney
2001 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2017 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of 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.