PENNY JOSEPHINE SLEBOS
Financial Adviser ยท Albany, WA
๐ Qualifications & Training
2001 - Diploma Financial Planning - - Deakin University
2006 - Self Managed Superannuation Funds - - Tribeca
2010 - Certificate IV in Financial Services (Bookkeeping) - - Great Southern Institute of Technology
2014 - Diploma of Accounting - - Great Southern Institute of Technology
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.