Louella Jorge
Financial Adviser in Baulkham Hills, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004934
- Location
- Baulkham Hills NSW 2153
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 26 March 2019
- First provided advice
- 2001
- Qualifications
- Bachelor of Economics (Economics and Finance), The University of Sydney (2001); 8 unit Diploma of Financial Planning, Financial Planning Association of Australia Limited (2003); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2005); Certified Financial Planner, Financial Advice Association Australia (FAAA) (2005); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self Managed Super Funds, Kaplan Professional Education (2011); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Louella Jorge
On the Financial Advisers Register kept by ASIC, Louella Jorge appears as a current financial adviser in Baulkham Hills, New South Wales, adviser number 001004934.
Louella provides advice as an authorised representative of Ri Advice Group Pty Ltd, which holds Australian financial services licence 238429. The current authorisation started on 26 March 2019.
According to the register, Louella first provided financial advice in 2001. Qualifications and training on file include Bachelor of Economics (Economics and Finance) (The University of Sydney, 2001), 8 unit Diploma of Financial Planning (Financial Planning Association of Australia Limited, 2003) and 5 unit CFP Certification Program (Financial Planning Association of Australia Limited, 2005). Louella is recorded as a member of Financial Advice Association of Australia (FAAA).
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 Louella Jorge a registered financial adviser?
Yes. Louella Jorge is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004934.
Which licensee does Louella Jorge work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Louella Jorge give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.