PETRA KING
Financial Adviser · Kenmore, QLD
📚 Qualifications & Training
2007 - CA Program Diploma - - ICAA
2007 - CA Program Diploma - Professional Designations - ICANZ
2007 - Master of Accounting - - Macquarie University
2007 - Master of Accounting - Masters Degree (AQF 9) - Macquarie University
2015 - Diploma of Financial Planning - - Kaplan Professional
2015 - Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2020 - CA SMSF Specialist - Professional Designations - ICANZ
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Mortgage and Finance Association of Australia (MFAA)
National Tax and Accountants Association (NTAA)
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.