JACOMBE STELLA
Financial Adviser · Moonee Ponds, VIC
📚 Qualifications & Training
2015 - Bachelor of Business (Economics and Finance) - - RMIT University
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
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.