JODY-MARIE DOHERTY

Financial Adviser · Newcastle, NSW

Registered

Registration Number

001298755

Registration Status

Registered

Location

Newcastle, NSW 2300

Providing Advice Since

2023

Registration Date

01/09/2022

Financial Services Licensee

AVANTI FINANCIAL GROUP PTY LTD

Licence #000509033

📚 Qualifications & Training

2011 - Bachelor of Psychology - Bachelor Degree (AQF 7) - University of Newcastle
2018 - Master of Commerce in Finance - Masters Degree (AQF 9) - The University of New South Wales
2020 - LAW545 Taxation Strategies - Graduate Diploma (AQF 8) - Charles Sturt University
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Charles Sturt University
2021 - LAW504 Business and Corporations Law - Graduate Diploma (AQF 8) - Charles Sturt University

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.