JACLYN MONIQUE ROSE
Financial Adviser · Beresfield, NSW
📚 Qualifications & Training
2011 - Advance diploma of Financial Services (Financial Planning) (FNS60404) - - KAPLAN
2014 - Diploma of Finance and Mortgage Broking Management (FNS50311) - - KAPLAN
2019 - Apply Legal Principles in Commercial Law when providing Tax (Financial) advice services - Other - Integrity Education Group
2019 - Apply Taxation requirements when providing Tax (Financial) advice services - Other - Integrity Education Group
2019 - FASEA Code of Ethics - Professional Designations - Financial Adviser Standards and Ethics Authority (FASEA)
2021 - SMSF Specialist Advisor (SAA) - Professional Designations - SMSF Association
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN
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.