JESSICA CLARE PELHAM-WEBB
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2016 - BLW14 - Business Law - Other - RMIT University
2016 - BLW32 - Introduction to Australian Tax Law - Other - RMIT University
2016 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
2019 - Accredited Aged Care Professional - Other - Aged Care Steps
2019 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.