JO-ANNE NELSON
Financial Adviser · Mosman, NSW
📚 Qualifications & Training
1994 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology, Sydney
1995 - Graduate Diploma of Applied Finance and Investment - - FINSIA
2016 - Diploma of Financial Planning - - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional & Mentor Education
2020 - Ethics for Professional Advisers - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Certified Independent Financial Advisers Association
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.