MELISSA JANE RETHATI
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2007 - Bachelor of Business Major in Accounting Major in Financial Planning - Bachelor Honours Degree (AQF 8) - University of Technology Sydney
2014 - Tax Agent - Professional Designations - Tax Practitioners Board
2017 - AECL001 Corporations and Trusts Law - Other - Applied Education
2020 - 5 Unit CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2024 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan Higher Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.