JACQUELINE THOMPSON CHASE

Financial Adviser ยท Blackburn, VIC

Registered

Registration Number

000250773

Registration Status

Registered

Location

Blackburn, VIC 3130

Providing Advice Since

1998

Registration Date

12/06/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1999 - Diploma of Financial Planning - - Deakin University
2020 - 7823AFE Principles of Business and Corporations Law - Other - Griffith University
2020 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Griffith University
2021 - 7817AFE + 7822AFE Income Tax Law and Applied Taxation - Other - Griffith University
2024 - Masters of Financial Planning - Masters Degree (AQF 9) - Griffith University

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.