JEANIE SINCLAIR
Financial Adviser · Crows Nest, NSW
📚 Qualifications & Training
1995 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
1998 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - Western Sydney University
2017 - ASX Accredited Listed Product Adviser Program - - Kaplan Professional
2019 - TASACL - Commercial Law - Other - Kaplan Education Pty Ltd
🏢 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.