Financial Adviser
· SYDNEY, NSW
Jo-anne Nelson
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254223
Jo-anne Nelson is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Jo-anne is currently authorised under United Advice Pty Ltd. Jo-anne 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 Bachelor of Business from University of Technology, Sydney. Jo-anne is a member of Certified Independent Financial Advisers Association.
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
1994
Bachelor of Business
University of Technology, Sydney
1995
Graduate Diploma of Applied Finance and Investment
FINSIA
2016
Diploma of Financial Planning
Kaplan Professional
2017
Advanced Diploma of Financial Planning
Kaplan Professional & Mentor Education
2020
Ethics for Professional Advisers
Ethics - Kaplan Professional