JAYMEE-LEI LAMBERT
Financial Adviser · Hope Island, QLD
📚 Qualifications & Training
2012 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan professional
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2014 - Introductory and contract law LAWS11030 - Other - Central Queensland University
2016 - Taxation law and practice A LAWS19033 - Other - Central Queensland University
2017 - Bachelor of Financial Planning/Bachelor of Accounting - Bachelor Degree (AQF 7) - Central Queensland University
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.