JODIE-ANNE ROBERTS
Financial Adviser · Somerton Park, SA
📚 Qualifications & Training
2003 - Diploma of Management - - TAFE
2007 - Diploma of Financial Services (Financial Planning) - - Kaplan
2017 - DFP5v2 Tax for Financial Advising - - Kaplan
2017 - TASACLv1 Comercial Law - - Kaplan
2018 - Graduate Certificate in Financial Planning - - Kaplan Professional
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.