PATSY-ANN KARAPAS
Financial Adviser · Parkside, SA
📚 Qualifications & Training
1999 - Diploma of Financial Planning - - Deakin University/ Financial Planning Association
2010 - Margin Lending & Geared Investments - - Kaplan Professional Education
2012 - Professional Certificate in Self Managed Superannuation Funds - - Adelaide University
2020 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 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.