FELICIA JAMIESON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1995 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - University of Technology Sydney
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2015 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ)
2016 - Self-Managed Superannuation Funds - Other - Pinnacle Financial Services Academy
2024 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
National Tax and Accountants Association
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.