JACKIE KEWALRAM
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1995 - Bachelor of Arts - Bachelor Degree (AQF 7) - De La Salle University
2000 - Master in Business Management - Masters Degree (AQF 9) - Asian Institute of Management
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - SSA - SMSF Specialist Advisor - Professional Designations - SMSF Association
2017 - SuperConcepts & ICFS Specialist SMSF course - Other - The University of Adelaide
2019 - CFP Certification Program - Other - Financial Advice Association Australia (FAAA)
2019 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Accredited Aged Care Professional - Other - Aged Care Steps
2023 - TASACL Commercial Law - 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.