JODIE ELIZABETH LANE
Financial Adviser · Monash, ACT
📚 Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Australian National University
2005 - Chartered Accountant (CA) - Graduate Diploma (AQF 8) - Chartered Accountants Australia & New Zealand (CA ANZ) (previously ICAA)
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
🏢 Professional Memberships
Certified Independent Financial Advisers Association (CIFAA)
Fellow of Chartered Accountants Australia and New Zealand (CA ANZ)
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.