MELISSA BIRD
Financial Adviser · Albury, NSW
📚 Qualifications & Training
1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
1999 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
2005 - Master of Taxation - Masters Degree (AQF 9) - University of New South Wales
2017 - Diploma Financial Planning FNS50615 - Diploma (AQF 5) - Kaplan Australia
2017 - RG146 Managed Investments & Securities - Diploma (AQF 5) - Kaplan Australia
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.