STEPHANIE PATRICK
Financial Adviser · Hawthorn, VIC
📚 Qualifications & Training
2010 - Bachelor of Arts (Journalism) / Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - Monash University
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education
2014 - CFPCertification Program - Professional Designations - Financial Advice Association of Australia (FAAA)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - SMSF Specialist Advisor (SSA) Program - Professional Designations - SMSF Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.