PENELOPE MARGARET BUTLER
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
2002 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - The University of Sydney
2002 - Bachelor of Engineering (Civil Engineering) Honours Class I - - The University of Sydney
2008 - Fellow of the Institute of Actuaries of Australia - - Actuaries Institute
2017 - Diploma of Financial Planning - - Kaplan
2021 - Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - Taxation for Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Actuaries Institute
Financial Advice Association of Australia (FAAA)
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.