Financial Adviser · HURSTVILLE, NSW

Jacqueline Susan Moelzer

HURSTVILLE, NSW

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 000417511

Currently at

Trinity Advice

Hurstville, NSW (firm address)

View firm profile

Jacqueline Susan Moelzer is a financial adviser based in Hurstville, New South Wales, with 14 years of experience in the financial services industry since 2012. Jacqueline is currently authorised under Adviser Services Hub, operating through Trinity Advice. Jacqueline holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacqueline's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Jacqueline 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

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2018

Advanced Diploma of Financial Planning

Kaplan Professional

2018

TASACL Commerial Law

Kaplan Professional

2020

Accredited Aged Care Professional

Aged Care Steps

2020

FAAA Aged Care Specialist

Financial Advice Association Australia (FAAA)

2025

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Adviser Services Hub Pty Ltd

Jan 2026 - Present Current

Psk Advisory Services Pty Ltd

Jul 2022 - Dec 2025 Ceased

One off licensee approval is required for all products which are either not on the approved products list or derivatives.

Akumin Financial Planning Pty Limited

Feb 2012 - Jul 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register