SARAH PENELOPE DAVIE
Financial Adviser · Mount Waverley, VIC
📚 Qualifications & Training
2001 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University
2001 - Bachelor of Communication (Journalism) - Bachelor Degree (AQF 7) - Monash University
2004 - Graduate Diploma (ICAA) - Graduate Diploma (AQF 8) - Institute of Chartered Accountants
2006 - Diploma of Financial Services (Superannuation) - Diploma (AQF 5) - Association of Superannuation Funds of Australia (ASFA)
2007 - Advanced Diploma of Financial Services (Superannuation) - Advanced Diploma (AQF 6) - Association of Superannuation Funds of Australia (ASFA)
2016 - Accountants Essential Advice - Other - Integrity Education Group
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.