JACE CORDELL
Financial Adviser · Warners Bay, NSW
📚 Qualifications & Training
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2013 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Margin Lending Course (928 Knwoledge & Skills) - Other - Kaplan Professional
2017 - Commercial Law Course - Other - Kaplan Professional
2017 - Tax for Financial Advising - Short Answer Exam (DFP5v1) - Other - Kaplan Professional
2020 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher 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.