JENNIFER MCLEOD
Financial Adviser · Surfers Paradise, QLD
📚 Qualifications & Training
2015 - RG146 - - STOCKBROKERS ASSOCIATION
2017 - PROFESSIONAL DIPLOMA OF STOCKBROKING - Other - STOCKBROKERS ASSOCIATION OF AUSTRALIA
2017 - SUPERANNUATION ACCREDITATION - - STOCKBROKERS ASSOCIATION
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.