SARAH EMILY BURGESS
Financial Adviser · Wagga Wagga, NSW
📚 Qualifications & Training
2009 - Diploma of Financial Services (Financial Planning) - - Kaplan
2014 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Charles Sturt University
2017 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Chartered Accountants Australia and New Zealand
2018 - SMSF & Superannuation - - Financial Education Professionals
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Superannuation and Retirement Advice - Other - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.