VICKI FRANCES ADAMS
Financial Adviser · Blackburn, VIC
📚 Qualifications & Training
1986 - Certificate of Business Studies (Accounting) - Certificate (AQF 1-4) - Box Hill College
1991 - Bachelor of Business (Multidiscipline) - Bachelor Degree (AQF 7) - Monash University
1995 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
1998 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ)
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2013 - SMSF Specialisation Course - Other - University of New South Wales
2014 - CA SMSF Specialist - Other - Chartered Accountants Australia & New Zealand (CA ANZ)
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
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.