JESSICA COHEN
Financial Adviser · Surrey Hills, VIC
📚 Qualifications & Training
2008 - Bachelor of Commerce - - La Trobe University
2010 - Bachelor of Finance - - La Trobe University
2015 - Grad Dip Chartered Accountant - Graduate Diploma (AQF 8) - ICAA
2018 - RG146 Superannuation & SMSF - - Monarch Institute
2021 - Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.