TAHLEA HELEN FORBES
Financial Adviser · Norwood, SA
📚 Qualifications & Training
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited
2020 - BP314 Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Accredited Aged Care Professional - Certificate (AQF 1-4) - Aged Care Steps (ACS) Pty Ltd
2025 - SMSF Regulations and Taxation - Certificate (AQF 1-4) - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.