JESSICA-LEA SURLAN
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2012 - CLAW1001 - Foundations of Business Law - Other - University of Sydney
2014 - Bachelor of Commerce (Finance/International Business) - Bachelor Degree (AQF 7) - University of Sydney
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - Master of Commerce (Finance) - Masters Degree (AQF 9) - University of Sydney
2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
2024 - Tax for Financial Advising - Other - 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.