THERESE MARIE RASO
Financial Adviser · Norwest, NSW
📚 Qualifications & Training
1990 - Bachelor of Business Accounting - Bachelor Degree (AQF 7) - University of Western Sydney (Nepean)
2016 - SMSF Adviser (Personal Advice) - Other - Mentor Education
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
National Tax and Accountants Association (NTAA)
The Tax Institute
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.