Financial Adviser
· ALBANY, WA
Thelma Jaekel
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000387921
Thelma Jaekel is a financial adviser based in Albany, Western Australia, with 16 years of experience in the financial services industry. Thelma is currently authorised under Synchron Advice Pty Ltd. Thelma 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 Pty Limited. Thelma 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
2010
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2010
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2017
Fellow Chartered Financial Practitioner course
Financial Advice Association of Australia Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited