JACIE NICOLE TAYLOR
Financial Adviser · Kent Town, SA
📚 Qualifications & Training
2003 - Bachelor of Arts - - University of Adelaide
2016 - Graduate Diploma of Financial Planning - - Charles Sturt University
2017 - Master of Applied Finance (Financial Planning) - Masters Degree (AQF 9) - Charles Sturt University
2019 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2020 - SMSF Specialist Advisor Accreditation Program - Other - SMSF Association
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Certified Independent Financial Advisers Association
Profession of Independent Financial Advisers (PIFA)
SMSF 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.