JACKIE ANNE COOK
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2008 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Ballarat
2008 - Bachelor of Management (Human Resource Management) - Bachelor Degree (AQF 7) - University of Ballarat
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education
2014 - SMSF Specialist Advisor Accreditation - - SMSF Association
2020 - Ethics & Professionalism in Financial Advice - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.