SHEILA WEISSHARDT
Financial Adviser · Beaconsfield, VIC
📚 Qualifications & Training
2003 - Diploma of Financial Services (Financial Planning) FNS50804 - Diploma (AQF 5) - Kaplan
2006 - Self-Managed Superannuation Funds - Certificate (AQF 1-4) - Tribeca
2010 - Margin Lending & Geared Investments - Certificate (AQF 1-4) - Kaplan
2016 - Professional Certificate in Self-Managed Superannuation Funds - Graduate Certificate (AQF 8) - The University of Adelaide
2025 - Graduate Diploma of Financial Planning - Professional Designations - Kaplan
2025 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
Women in Super
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.