SUNITHA WILLIAMS
Financial Adviser · Fortitude Valley, QLD
📚 Qualifications & Training
2009 - Bachelor of Commerce (Majors in Accounting and Finance) - Bachelor Degree (AQF 7) - The University of Queensland
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2015 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2016 - Margin Lending and Geared Investments - - Kaplan Professional
2017 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
🏢 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.