SARAH KATE MCSWEENEY
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2013 - Business Law & Ethics - Other - Queensland University of Technology (QUT)
2015 - Bachelor of Business (Economics, Finance) - Bachelor Degree (AQF 7) - Queensland University of Technology (QUT)
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2020 - SuperConcepts & ICFS Specialist SMSF - Other - The University of Adelaide / Super Concepts
2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2024 - Tax for Financial Advising - Other - Kaplan Professional
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.