Jace Cordell
Financial Adviser in Warners Bay, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007040
- Location
- Warners Bay NSW 2282
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 28 October 2021
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Self Managed Superannuation Funds Program, Kaplan Professional (2013); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Margin Lending Course (928 Knwoledge & Skills), Kaplan Professional (2015); Commercial Law Course, Kaplan Professional (2017); Tax for Financial Advising, Kaplan Professional (2017); Bachelor of Business (Financial Planning), RMIT (2020); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jace Cordell
Jace Cordell is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Warners Bay, New South Wales (adviser number 001007040).
Jace provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 28 October 2021.
The register records 2013 as the year Jace first provided financial advice. The qualifications listed for Jace include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), Self Managed Superannuation Funds Program (Kaplan Professional, 2013) and Advanced Diploma of Financial Planning (Kaplan Professional, 2015). Jace is recorded as a member of Financial Advice Association of Australia (FAAA).
Jace is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jace Cordell a registered financial adviser?
Yes. Jace Cordell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007040.
Which licensee does Jace Cordell work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Jace Cordell give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.