Financial Adviser · SYDNEY, NSW

Louisa Caroline Jammal

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000344030

Louisa Caroline Jammal is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry. Louisa is currently authorised under Convergence Wealth Holdings Pty Ltd. Louisa 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. Louisa is a member of Australian and New Zealand Institute of Insurance and Finance (ANZIIF), Finance Brokers Association of Australia (FBAA) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004
Bachelor of Business
University of Technology Sydney
2009
Advanced Diploma of Financial Planning
Pinnacle Financial Services
2009
Diploma of Financial Services (FP)
Inter Institute of Tech
2011
Diploma of Financial Services (Finance/Mortgage Broking Management)
AAMC
2011
Margin Lending
Kaplan

Registration History

Sep 2019 - Present Current
Aug 2019 - Sep 2019 Ceased
May 2010 - Jun 2019 Ceased
Jan 2010 - Feb 2010 Ceased

Source: ASIC Financial Advisers Register