LOUELLA JORGE
Financial Adviser · Baulkham Hills, NSW
📚 Qualifications & Training
2001 - Bachelor of Economics (Economics and Finance) - Bachelor Degree (AQF 7) - The University of Sydney
2003 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
2005 - 5 unit CFP Certification Program - Other - Financial Planning Association of Australia Limited
2005 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia (FAAA)
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional Education
2011 - Self Managed Super Funds - Other - Kaplan Professional Education
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.