JESSICA SANTIAGO
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2015 - Bachelor of Business (Economics & Finance) - Bachelor Degree (AQF 7) - The Royal Melbourne Institute of Technology (RMIT)
2016 - Diploma of Financial Planning - Diploma (AQF 5) - The Royal Melbourne Institute of Technology (RMIT)
2019 - Income Tax Law (7106AFE Taxation Law) - Other - Griffith University
2021 - Principles of Business and Corporate Law (7159AFE Commercial Law) - Other - Griffith University
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
🏢 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.