JACQUELYN ANNE RENNIE
Financial Adviser · Mile End, SA
📚 Qualifications & Training
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning (Aust) Pty Limited
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning (Aust) Pty Limited
2008 - 5 unit CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2010 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2011 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2023 - Accredited Aged Care Professional Program - Other - Aged Care Steps
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.