JACQUELINE ANN HAYES

Financial Adviser ยท Bronte, NSW

Registered

Registration Number

001271742

Registration Status

Registered

Location

Bronte, NSW 2024

Providing Advice Since

2004

Registration Date

18/12/2018

Financial Services Licensee

AGED CARE STEPS PTY LIMITED

Licence #000486723

๐Ÿ“š Qualifications & Training

2002 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2008 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT
2013 - Specialist SMSF COurse - Professional Designations - Cavendish & ICFS
2016 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
2020 - Certified Financial Planner - Professional Designations - Financial planning Association of Australia
2021 - FPA Certified Financial Planning course - Professional Designations - Financial Planning Association of Australia
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.