USHMA JOSHI MCKIE
Financial Adviser · Balcatta, WA
📚 Qualifications & Training
2007 - Bachelor of Science (Actuarial Science) - Bachelor Degree (AQF 7) - Curtin University of Technology
2010 - Master of Financial Planning - Masters Degree (AQF 9) - Curtin University of Technology
2013 - Advanced Self Managed Superannuation Funds Program - - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Million Dollar Round Table
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.