MELISSA GILBERT
Financial Adviser · Crows Nest, NSW
📚 Qualifications & Training
1990 - Bachelor of Arts in Office Management - Bachelor Degree (AQF 7) - University of Canberra
1998 - Certificate in Financial Markets - Certificate (AQF 1-4) - Securities Institute Australia (SIA)
2001 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2006 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.