RHONDA ANNETTE FUTTERLEIB
Financial Adviser Β· Taree, NSW
π Qualifications & Training
1986 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University
1990 - Chartered Accountant - Professional Designations - Chartered Accountants Australia and New Zealand
2016 - Diploma in Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - Self Managed Superannuation Funds Statement of Attainment - - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional
2024 - Superannuation and Retirement Advice (FPC003) - Other - Kaplan Professional
π’ Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
βΉοΈ 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.