RENEE ZIMMERMANN
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2002 - Bachelor of business (international business) - Bachelor Degree (AQF 7) - University of South Australia
2009 - Diploma of Financial Services (Financial Planning) - - Pinnacle
2011 - Advanced diploma of financial services (financial planning) - Advanced Diploma (AQF 6) - Pinnacle
2017 - Certified Financial Planner - CFP Certification Program - - Financial Planning Association of Australia
2019 - Ethics and professionalism in financial advice - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.