Financial Adviser · BRISBANE CITY, QLD

Jacqueline Kate Mengler-mohr

19 Years experience
Tax advice
authorised
ASIC Registered · ADV 000335958

Jacqueline Kate Mengler-mohr is a financial adviser based in Brisbane City, Queensland, with 19 years of experience in the financial services industry. Jacqueline is currently authorised under Canaccord Genuity Financial Limited. Jacqueline holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Laws from Bond University. Jacqueline is a member of Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2002
Bachelor of Laws
Bond University
2016
Diploma of Financial Planning
KAPLAN
2017
DFP5v2 Tax for Financial Advising
KAPLAN
2020
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN
2020
Relevant Provider Exam
FASEA

Registration History

Jun 2013 - Present Current
Mar 2009 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register