MELINDA PLANKEN
Financial Adviser · Newtown, VIC
📚 Qualifications & Training
2008 - Bachelor of Commerce - Accounting, Finance and Financial Planning - Bachelor Degree (AQF 7) - Deakin
2011 - Certified Financial Planner - - Financial Planning Association
2014 - Accredited Aged Care Specialist - - Aged Care Steps
2018 - RG146 Licensing Compliance: Margin Lending Facilities - Other - Financial Education Professionals Pty Ltd
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.