DANIELLE BROOKE JONES
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2011 - Bachelor of Business (Commercial Law) - Bachelor Degree (AQF 7) - University of South Australia
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2022 - Client Engagement Skill - Bridging Course - Behavioural Finance - Kaplan
2023 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
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.