RAE LOUISE JACKA

Financial Adviser Ā· Drummoyne, NSW

Registered

Registration Number

001271376

Registration Status

Registered

Location

Drummoyne, NSW 2047

Providing Advice Since

2018

Registration Date

22/07/2021

Financial Services Licensee

PROFESSIONAL INVESTMENT SERVICES PTY LTD

Licence #000234951

šŸ“š Qualifications & Training

2015 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Kaplan Professional
2015 - Securities and Managed Investments Program (DFP4) - Other - Kaplan Professional
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2023 - Aged Care Course (FPE010) - Other - Kaplan Higher Education
2023 - SMSF Regulations and Taxation Course (FPE020) - Other - Kaplan Higher Education

ā„¹ļø 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.