TRUDY KATTWINKEL
Financial Adviser · Currumbin, QLD
📚 Qualifications & Training
1994 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - GWM Adviser Services Limited (ThreeSixty)
2020 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Tax Practitioners Board
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.