Financial Adviser
· CANBERRA, ACT
Carly Brooke Jackson
No disciplinary history on record with ASIC
CANBERRA,
ACT
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001295818
Carly Brooke Jackson is a financial adviser based in Canberra, Australian Capital Territory, with 3 years of experience in the financial services industry since 2023. Carly is currently authorised under Parker Wealth Management, operating through Parker Financial Services. Carly holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carly's qualifications include a Bachelor of Commerce (Financial Planning major) from University of Canberra. Carly is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2021
Bachelor of Commerce (Financial Planning major)
University of Canberra
2022
Financial Statement Fundamentals
2025
Tier 1 Generic Knowledge
Kaplan Professional Education
2025
Tier 1 Margin Lending