STEVIE-JADE PHILLIPA TURNER
Financial Adviser ยท Hawthorn East, VIC
๐ Qualifications & Training
2010 - Bachelor of Commerce (Accounting & Financial Planning) - Bachelor Honours Degree (AQF 8) - Curtin University
2012 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2013 - Derivatives & Margin Lending - Diploma (AQF 5) - MLC ThreeSixty
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.