NAOMI JOYCE DURDIN
Financial Adviser Β· Port Lincoln, SA
π Qualifications & Training
1990 - Bachelor of Arts (Accountancy) - Bachelor Degree (AQF 7) - South Australian Institute of Technology
1996 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FINSIA
2012 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2013 - Margin Lending - Other - Pinnacle Financial Services Academy
2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2019 - Accredited Aged Care Professional - Other - Aged Care Steps
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
π’ Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association - SMSF Specialist Advisor (SSA)
βΉοΈ 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.