JEANETTE MARIE BROOKES

Financial Adviser · Melbourne, VIC

Registered

Registration Number

001005958

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1985

Registration Date

11/03/2004

Financial Services Licensee

MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD

Licence #000240813

📚 Qualifications & Training

1999 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
2007 - Accredited Derivatives Adviser Level Two - Certificate (AQF 1-4) - ASX
2007 - Self Managed Superannuation Funds Adviser Education Program - Certificate (AQF 1-4) - Financial Planning Association of Australia
2010 - Margin Lending Accreditation Program - Certificate (AQF 1-4) - Stockbrokers Association of Australia

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.