JACLYN RENEE TROUNCE
Financial Adviser · Hawthorn, VIC
📚 Qualifications & Training
2004 - Bachelor of Commerce - - Deakin University
2008 - Graduate Diploma ICAA - - The Institute of Chartered Accountants
2008 - Graduate Diploma ICAA - Professional Designations - The Institute of Chartered Accountants
2013 - CA SMSF Specialist - - The Institute of Chartered Accountants in Australia
2013 - CA SMSF Specialist - Bridging Course - Regulation & Legal Obligations - The Institute of Chartered Accountants in Australia
2016 - Diploma of Financial Planning - - Kaplan
2016 - Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2018 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.