Jo-Anne Nelson
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254223
- Location
- Sydney NSW 2000
- Licensee
- United Advice Pty Ltd (AFSL 523332)
- Authorised since
- 2 July 2025
- First provided advice
- 2017
- Qualifications
- Bachelor of Business, University of Technology, Sydney (1994); Graduate Diploma of Applied Finance and Investment, FINSIA (1995); Diploma of Financial Planning, Kaplan Professional (2016); Advanced Diploma of Financial Planning, Kaplan Professional & Mentor Education (2017); Ethics for Professional Advisers, Kaplan Professional (2020)
- Memberships
- Certified Independent Financial Advisers Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Jo-Anne Nelson
On the Financial Advisers Register kept by ASIC, Jo-Anne Nelson appears as a current financial adviser in Sydney, New South Wales, adviser number 001254223.
The licensee Jo-Anne advises under is United Advice Pty Ltd (AFS licence 523332). The current authorisation started on 2 July 2025.
The register records 2017 as the year Jo-Anne first provided financial advice. Qualifications and training on file include Bachelor of Business (University of Technology, Sydney, 1994), Graduate Diploma of Applied Finance and Investment (FINSIA, 1995) and Diploma of Financial Planning (Kaplan Professional, 2016). Jo-Anne is recorded as a member of Certified Independent Financial Advisers Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jo-Anne Nelson a registered financial adviser?
Yes. Jo-Anne Nelson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254223.
Which licensee does Jo-Anne Nelson work under?
United Advice Pty Ltd, Australian financial services licence 523332.
What can Jo-Anne Nelson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds.