SALLY MCPHERSON
Financial Adviser · Albury, NSW
📚 Qualifications & Training
2008 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University
2018 - RG 146 Accountants Essential Advice - - Integrity Education Group
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.