MELISSA TURNBULL-KATEBI
Financial Adviser · Penrith, NSW
📚 Qualifications & Training
2012 - Certificate IV Financial Services (Finance/Mortgage Broking) - - Kaplan Professional
2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2015 - 928 Margin Lending - Knowledge and Skills - Certificate (AQF 1-4) - Kaplan Professional
2015 - Cavedish & ICFS Specialist SMSF Course - Certificate (AQF 1-4) - The University of Adelaide
2016 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan Professional
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
FBAA - Finance Brokers Association of Australia
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.