NATASSJA JASMIN PURONTAKANEN
Financial Adviser · Margate, QLD
📚 Qualifications & Training
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education
2024 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education
2025 - FPC004 Insurance Advice - Other - Kaplan Higher Education
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
2025 - FPC008 Investment Advice - Other - Kaplan Higher Education
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.