TABITHA KELLY TWOREK
Financial Adviser ยท New Lambton, NSW
๐ Qualifications & Training
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
2020 - Accredited Aged Care Professional - Other - Aged Care Steps
2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2021 - Graduate Certificate in Business Administration - Graduate Certificate (AQF 8) - University of Newcastle
2021 - SuperConcepts & ICFS Specialist SMSF Course - Other - Super Concepts/ University of Adelaide
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
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.