TRUDI JANE BERESFORD
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1993 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Newcastle
1999 - Masters of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney
2012 - Diploma Finance / Mortgage Broking Management - Diploma (AQF 5) - Intellitrain
2015 - Certificate IV Accounting - Certificate (AQF 1-4) - National Finance Institute
🏢 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.