JESSICA ELYSE NANCE
Financial Adviser · Newton, VIC
📚 Qualifications & Training
2009 - Bachelor of Commerce (Financial Planning and Accounting) - Bachelor Degree (AQF 7) - Deakin University
2011 - Diploma of Financial Planning - - International Institute of Technology
2012 - Advanced Diploma of Financial Planning - - International Institute of Technology
2017 - Certified Financial Planner - - Financial Planning Association of Australia
2019 - Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
🏢 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.