ROSALIE KATHRYN HOUPAPA
Financial Adviser · Buddina, QLD
📚 Qualifications & Training
2010 - Business Law and Ethics - Other - University of the Sunshine Coast
2013 - Taxation Law and Practice - Other - University of the Sunshine Coast
2014 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Sunshine Coast
2014 - Bachelor of Commerce (Financial Planning) - Bachelor Degree (AQF 7) - University of the Sunshine Coast
2016 - Self Managed Super Funds - Other - Kaplan Professional
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2018 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.