MICHELLE LEE OSWALD
Financial Adviser · Wollongong, NSW
📚 Qualifications & Training
2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Wollongong
2003 - CPA Program - Professional Designations - CPA Australia
2005 - Graduate Certificate in Financial Planning - Advanced Diploma (AQF 6) - Securities Institute
2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
Institute of Public Accountants (IPA)
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.