SARAH KATHLEEN SLADE
Financial Adviser · Warrawong, NSW
📚 Qualifications & Training
2016 - Bachelor Commerce (Finance & Financial Planning) - Bachelor Degree (AQF 7) - University of Wollongong
2018 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2019 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2023 - Margin Lending Speicalist Course - Other - Kaplan Professional
2023 - Self Managed Superannuation Funds Course (FPE016) - Other - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.