NAOMI CHARMAINE ALLETSON
Financial Adviser · Toowoomba City, QLD
📚 Qualifications & Training
1994 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New England
2004 - Diploma of Financial Advising - - Securities Institute of Australia
2010 - Margin Lending and Geared Investments - - Kaplan Professional
2016 - Fellow Chartered Financial Practioner - Professional Designations - Association of Financial Advisers
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.