SARAH CATHARINE THORBURN

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

000247399

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2003

Registration Date

01/07/2010

Financial Services Licensee

BONGIORNO WEALTH MANAGEMENT PTY LTD

Licence #000345313

πŸ“š Qualifications & Training

1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2002 - Introduction to Financial Planning, Risk Management and Insurance Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2003 - Superannuation & Retirement Planning, Investment Planning I - Diploma (AQF 5) - CCH Learning (formerly Australian Institute of Financial Studies)
2012 - CPA Program - Professional Designations - CPA Australia

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)

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.