SIOBHAN TARA ASHBY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2016 - Bachelor of Commerce (Finance, Financial Planning & Marketing) - Bachelor Degree (AQF 7) - Deakin University
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - SMSF Regulations and Taxation - Other - Kaplan
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.