TAMMY LEE STONE
Financial Adviser · Albany, WA
📚 Qualifications & Training
2006 - Bachelor of Commerce Financial Planning - Bachelor Degree (AQF 7) - Curtin University
2010 - Margin Lending Accreditation Program - - Deakin Prime
2011 - Professional Diploma in Stockbroking - - Deakin Prime
2017 - Certificate of Financial Planning - Professional Designations - Financial Planning Association
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.