Financial Adviser
· SYDNEY, NSW
Rae Louise Jacka
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271376
Rae Louise Jacka is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Rae is currently authorised under Alliance Wealth Pty Ltd. Rae 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 Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2015
Securities and Managed Investments Program (DFP4)
Kaplan Professional
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
2023
Aged Care Course (FPE010)
Kaplan Higher Education
2023
SMSF Regulations and Taxation Course (FPE020)
Kaplan Higher Education
Registration History
Not authorised to provide advice in Self Managed Super Funds
Not authorised to provide advice in self managed superannuation funds
Source: ASIC Financial Advisers Register