SARAH JANE CAVANAGH

Financial Adviser ยท Chatswood, NSW

Registered

Registration Number

000260389

Registration Status

Registered

Location

Chatswood, NSW 2067

Providing Advice Since

1998

Registration Date

31/08/2005

Financial Services Licensee

OAKWOOD FINANCIAL GROUP PTY LIMITED

Licence #000255231

๐Ÿ“š Qualifications & Training

1986 - Bachelor of Economics - - University of Sydney
1991 - Professional Year of Study - - Institute of Chartered Accountants
1998 - Certified Financial Planner - - Financial Planning Association

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.