SHAUNA LEA ROSE
Financial Adviser · Clayfield, QLD
📚 Qualifications & Training
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2022 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2025 - Client Engagement Skills Course (FPC007B) - Bridging Course - Behavioural Finance - Kaplan Higher Education
2025 - Commercial Law Course - Other - Kaplan Professional
2025 - Specialist SMSF Course - Other - SuperConcepts & University of Adelaide
2025 - Superannuation and Retirement Advice Course (FPC003) - Other - Kaplan Higher Education
2025 - Taxation for Financial Planning Course (FPC006) - Other - Kaplan Higher Education
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.