TRACEY KITSON
Financial Adviser · Westcourt, QLD
📚 Qualifications & Training
2005 - Diploma of Financial Services (Life Insurance Stream) - Diploma (AQF 5) - Australian and New Zealand Institute of Insurance and Finance
2008 - ASIC RG 146 Tier 1 Compliance in Life Insurance and Superannuation - Other - Australian and New Zealand Institute of Insurance and Finance
2013 - Foundations of Financial Planning Course - Other - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Fellow Chartered Financial Practitioner (FChFP) Program - Professional Designations - Association of Financial Advisers (AFA)
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 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.