CARLY BROOKE JACKSON

Financial Adviser · Canberra, ACT

Registered

Registration Number

001295818

Registration Status

Registered

Location

Canberra, ACT 2600

Providing Advice Since

2023

Registration Date

10/02/2022

Financial Services Licensee

PARKER WEALTH MANAGEMENT PTY LTD

Licence #000519344

📚 Qualifications & Training

2021 - Bachelor of Commerce (Financial Planning major) - Bachelor Degree (AQF 7) - University of Canberra
2022 - Financial Statement Fundamentals - Small and Medium Enterprises - Certificate (AQF 1-4) - Kaplan Professional
2025 - Tier 1 Generic Knowledge - Certificate (AQF 1-4) - Kaplan Professional Education
2025 - Tier 1 Margin Lending - General Advice - Certificate (AQF 1-4) - Kaplan Professional Education

🏢 Professional Memberships

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.