JACQUELINE KATE MENGLER-MOHR
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2002 - Bachelor of Laws - - Bond University
2016 - Diploma of Financial Planning - - KAPLAN
2017 - DFP5v2 Tax for Financial Advising - - KAPLAN
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN
2020 - Relevant Provider Exam - Other - FASEA
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.