NATALIE ELIZABETH CONROY
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
2004 - Bachelor of Commerce - - Curtin University
2006 - Diploma of Financial Services (Financial Planning) - - KAPLAN
2008 - Advanced Diploma of Financial Services (Financial Planning) - - KAPLAN
2011 - CFP - - Financial Planning Association of Australia
2013 - SMSF accreditation - - KAPLAN
2019 - Ethics and Professionlism in Financial Advice - Bridging Course - Ethics - Kaplan
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
ā¹ļø 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.