JESSICA CASEY CURTIS
Financial Adviser · Bundaberg, QLD
📚 Qualifications & Training
2014 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2015 - Derivatives Course - Other - Kaplan Professional
2015 - Diploma of Financial Planning - Diploma (AQF 5) - TAFE NSW - Sydney Institute
2015 - Margin Lending Course - Other - Kaplan Professional
2015 - Securities Course - Other - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Commercial Law Course (TASACLv2) - Other - Kaplan Professional
2018 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2018 - Tax for Financial Advising (Short Answer Exam) Course (DFP5v3) - Other - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
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.