JANE PURNELL
Financial Adviser · Spring Hill, QLD
📚 Qualifications & Training
2008 - Financial Planning - Diploma (AQF 5) - Kaplan
2016 - Psychology in Business - Bachelor Degree (AQF 7) - University of Southern Queensland
2018 - Margin Lending Adviser - Other - Mentor Education
2020 - Business Administration - Masters Degree (AQF 9) - Deakin University
2020 - Financial Planning - Certificate (AQF 1-4) - Deakin University
2020 - IPA Program - Professional Designations - Institute of Public Accountants
🏢 Professional Memberships
Institute of Managers and Leaders
Institute of Public Accountants (IPA)
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.