TAMARA FANNING
Financial Adviser · Geelong, VIC
📚 Qualifications & Training
2008 - Bachelor of Commerce (Accounting, Finance & Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2013 - CPA Professional Year - Professional Designations - CPA Australia
2014 - SMSF Personal Advice - Other - Pinnacle Financial Services
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CPA Australia (CPA)
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.