JODI LEA ROSE-NEALY
Financial Adviser · Geelong West, VIC
📚 Qualifications & Training
1997 - Bachelor of Science - Bachelor Degree (AQF 7) - Monash University
2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association Australia
2005 - Diploma of Mortgage Lending - - Securities Institute
2010 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Client Engagement Skills - Bridging Course - Behavioural Finance - 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.