JANE ALEXANDRA HANLY

Financial Adviser ยท Roma, QLD

Registered

Registration Number

000402647

Registration Status

Registered

Location

Roma, QLD 4455

Providing Advice Since

2011

Registration Date

28/09/2020

Financial Services Licensee

ARETE LIFE SOLUTIONS PTY LTD

Licence #000522613

๐Ÿ“š Qualifications & Training

1993 - Bachelor of Business - - University of Southern Queensland
1997 - Professional Year - - Institute of Chartered Accountants
2013 - Graduate Diploma of Financial Planning - - Kaplan
2015 - SMSF Specialist Advisor - - SMSF Association
2017 - Certified Financial Planner - - Kaplan

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
SMSF Association

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.