TAMARA SKYBYNECKYJ KLOSE
Financial Adviser · Manningham, SA
📚 Qualifications & Training
2003 - DFP 8 - Financial Plan Construction & Review - - Financial Planning Association of Australia
2005 - PS146 Diploma Skills Assessment - - Tribeca
2006 - SMSF Specialist Advisor - - SMSFA
2007 - Certified Financial Planner - - Financial Planning Association of Australia
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 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.