JESSICA WALLER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2010 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New South Wales
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2013 - Self Managed Superannuation Funds - - Kaplan Professional Education
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan High Education Pyt Limited
🏢 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.