SAMANTHA MURNANE
Financial Adviser Ā· Mildura, VIC
š Qualifications & Training
2000 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - La Trobe University
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2008 - Certified Financial Planner (CFPĀ®) - - Financial Planning Association of Australia (FPA)
2010 - Margin Lending & Geared Investments - Other - Kaplan Professional
2017 - SMSF Core Course - Other - DBA Network Pty Ltd
2018 - Accredited Aged Care Professional - Other - Aged Care Steps
2020 - Ethics & 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.