SARAH KAYE PRATTEN
Financial Adviser Ā· Mackay, QLD
š Qualifications & Training
2012 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Griffith University
2015 - Certified Financial Planner - - Financial Planning Association
2018 - SMSF Specialist Advisor (SSA) - - Self Managed Super Fund Association
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ā¹ļø 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.