JACKY HOAC

Financial Adviser Ā· Adelaide, SA

Not Registered

Registration Number

001311739

Registration Status

Not Registered

Location

Adelaide, SA 5000

Registration Date

06/09/2024

Financial Services Licensee

SA WEALTH SOLUTIONS PTY LTD

Licence #000525627

šŸ“š Qualifications & Training

2019 - Bachelor of Finance - Bachelor Degree (AQF 7) - The University of Adelaide
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2024 - SuperConcepts Specialist SMSF Online Course - Certificate (AQF 1-4) - The University of Adelaide/SuperConcepts

ā„¹ļø 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.