URSULA BOORMAN
Financial Adviser · Port Macquarie, NSW
📚 Qualifications & Training
1994 - Bachelor of Economics - - University of New England
2003 - Diploma of Financial Planning - - Financial Planning Association of Australia Limited
2007 - Certified Financial Planning - - Financial Planning Association of Australia Limited
2014 - SMSF Specialist Advisor - - SPAA
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.