OLIVIA GRANT
Financial Adviser · Kew, VIC
📚 Qualifications & Training
2013 - Diploma of Financial Planning (FNS50610) - Diploma (AQF 5) - Kaplan Professional
2013 - Margin Lending - Other - Kaplan Professional
2015 - BTF1010 - Commercial Law - Other - Monash University
2015 - Bachelor of Business - Bachelor Degree (AQF 7) - Monash University
2015 - Certified Financial Planner - Professional Designations - FPA
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - Acrredited Aged Care Professional - Professional Designations - Aged Care Steps
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.