Financial Adviser
· BERESFIELD, NSW
Jaclyn Monique Rose
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271852
Jaclyn Monique Rose is a financial adviser based in Beresfield, New South Wales, with 8 years of experience in the financial services industry. Jaclyn is currently authorised under Wizdom Wealth Pty Ltd. Jaclyn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from KAPLAN.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Advance diploma of Financial Services (Financial Planning) (FNS60404)
KAPLAN
2014
Diploma of Finance and Mortgage Broking Management (FNS50311)
KAPLAN
2019
Apply Legal Principles in Commercial Law when providing Tax (Financial) advice services
Integrity Education Group
2019
Apply Taxation requirements when providing Tax (Financial) advice services
Integrity Education Group
2019
FASEA Code of Ethics
Financial Adviser Standards and Ethics Authority (FASEA)
2021
SMSF Specialist Advisor (SAA)
SMSF Association
2025
Graduate Diploma of Financial Planning
KAPLAN