JESSICA BORETA
Financial Adviser · Hinchinbrook, NSW
📚 Qualifications & Training
2015 - Diploma of Finance & Mortgage Broking - Diploma (AQF 5) - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - - Mentor Education
2016 - Cavendish & ICFS Specialist SMSF Course - - University of Adelaide
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith UNiversity
2020 - Financial adviser exam - Other - FASEA
🏢 Professional Memberships
FBAA - Finance Brokers Association of Australia
Financial Planner AFP (FPA)
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.