JACINTA HAZEL TIM SO
Financial Adviser · Manunda, QLD
📚 Qualifications & Training
1996 - Bachelor of Commerce (Accounting and Finance, Marketing) - Bachelor Degree (AQF 7) - Griffith University
2001 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia
2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2014 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
2020 - Ethics for Financial Services (Intensive) Course (MAI769) - Bridging Course - Ethics - Deakin University
🏢 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.