Financial Adviser
· MAROOCHYDORE, QLD
Erica Jane Jackson
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000444139
Erica Jane Jackson is a financial adviser based in Maroochydore, Queensland, with 27 years of experience in the financial services industry. Erica is currently authorised under Infocus Securities Australia Pty Ltd. Erica 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 Certified Financial Planner from Financial Planning Association. Erica is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association
2006
Certified Financial Planner
Financial Planning Association
2012
Margin Lending and Geared Investments
Kaplan
2014
Self Managed Superannuation Funds
Kaplan
2016
Accredited Listed Product Adviser Program
Kaplan
Registration History
Source: ASIC Financial Advisers Register