Thelma Jaekel
Financial Adviser in Albany, Western Australia, Australia
Review Thelma Jaekel
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 number000387921
- Location
- Albany WA 6330
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 10 November 2014
- First provided advice
- 2010
- Qualifications
- 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 (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2012); Fellow Chartered Financial Practitioner course, Financial Advice Association of Australia Limited (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, 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 Thelma Jaekel
On the Financial Advisers Register kept by ASIC, Thelma Jaekel appears as a current financial adviser in Albany, Western Australia, adviser number 000387921.
The licensee Thelma advises under is Synchron Advice Pty Ltd (AFS licence 243313). That authorisation dates from 10 November 2014.
The register records 2010 as the year Thelma first provided financial advice. The qualifications listed for Thelma include Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2010), Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2010) and Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2010). Thelma 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Thelma Jaekel here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Thelma Jaekel a registered financial adviser?
Yes. Thelma Jaekel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000387921.
Which licensee does Thelma Jaekel work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Thelma Jaekel 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; retirement savings accounts; standard margin lending.