URSULA RAE CONDO
Financial Adviser Ā· Parramatta, NSW
š Qualifications & Training
2000 - Advanced Diploma of Business Administration - - West Coast College of Tafe
2005 - Diploma of Financial Services (Financial Planning) - - Tribeca Learning (Aust) Pty Ltd
2005 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2013 - Advanced Diploma of Financial Planning - - Kaplan Education Pty Ltd
2013 - FNS60410 Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - Graduate Certificate in Business - - Curtin University of Technology
2020 - Master of Business Administration - Masters Degree (AQF 9) - Curtin University
2026 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
ā¹ļø 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.