Louisa Caroline Jammal
Financial Adviser in Sydney, New South Wales, Australia
Review Louisa Caroline Jammal
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000344030
- Location
- Sydney NSW 2000
- Licensee
- Convergence Wealth Holdings Pty Ltd (AFSL 516137)
- Authorised since
- 4 September 2019
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, University of Technology Sydney (2004); Advanced Diploma of Financial Planning, Pinnacle Financial Services (2009); Diploma of Financial Services (FP), Inter Institute of Tech (2009); Diploma of Financial Services (Finance/Mortgage Broking Management), AAMC (2011); Margin Lending, Kaplan (2011)
- Memberships
- Australian and New Zealand Institute of Insurance and Finance (ANZIIF); Finance Brokers Association of Australia (FBAA); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Louisa Caroline Jammal
Louisa Caroline Jammal is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000344030.
Louisa provides advice as an authorised representative of Convergence Wealth Holdings Pty Ltd, which holds Australian financial services licence 516137. The current authorisation started on 4 September 2019.
According to the register, Louisa first provided financial advice in 1999. Qualifications and training on file include Bachelor of Business (University of Technology Sydney, 2004), Advanced Diploma of Financial Planning (Pinnacle Financial Services, 2009) and Diploma of Financial Services (FP) (Inter Institute of Tech, 2009). Professional memberships recorded: Australian and New Zealand Institute of Insurance and Finance (ANZIIF), Finance Brokers Association of Australia (FBAA) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment 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.
Reviews
Nobody has reviewed Louisa Caroline Jammal here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Louisa Caroline Jammal a registered financial adviser?
Yes. Louisa Caroline Jammal is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000344030.
Which licensee does Louisa Caroline Jammal work under?
Convergence Wealth Holdings Pty Ltd, Australian financial services licence 516137.
What can Louisa Caroline Jammal give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.