JACKIE TSAI
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2015 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - University of Auckland
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Ltd
2022 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd
2022 - Superannuation and Retirement Advice - Other - Kaplan Higher Education pty Ltd
2023 - Taxation for Financial Planning - Other - Kaplan Higher Education Pty Ltd
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.