SARAH-JANE ROSS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2009 - Bachelor of Business (Marketing) - Bachelor Degree (AQF 7) - Griffith University
2009 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Griffith University
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2013 - Diploma of Financial Planning - Diploma (AQF 5) - MLC Advice Education
2017 - Tier 2 General insurance (personal advice) - Other - Financial Education Professionals Pty Ltd
2024 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited
2025 - Graduate Diploma of Financial Planning. - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
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.