MICHELLE JOANNE JONES
Financial Adviser · Ipswich, QLD
📚 Qualifications & Training
2015 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - The University of Southern Queensland
2017 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Kaplan Professional
2017 - Securities and Managed Investments Program (DFP4) - Other - Kaplan Professional
2020 - TASA and the TPB Code of Professional Conduct Course - Other - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.