Financial Adviser · BRISBANE CITY, QLD

Jacqueline Kate Mengler-mohr

BRISBANE CITY, QLD

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000335958

Currently at

Canaccord Genuity Financial Limited

Melbourne, VIC (firm address)

View firm profile

About Jacqueline Kate Mengler-mohr

Jacqueline Kate Mengler-mohr is a financial adviser based in Brisbane City, Queensland, with 19 years of experience in the financial services industry since 2007. Jacqueline is currently authorised under Canaccord Genuity Financial Limited, operating through Canaccord Genuity Financial. Jacqueline holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Jacqueline's qualifications include a Bachelor of Laws from Bond University. Jacqueline is a member of Stockbrokers and Investment Advisers Association (SIAA).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2002

Bachelor of Laws

Bond University

2016

Diploma of Financial Planning

KAPLAN

2017

DFP5v2 Tax for Financial Advising

KAPLAN

2020

Ethics and Professionalism in Financial Advice

Ethics - KAPLAN

2020

Relevant Provider Exam

FASEA

Registration History

Canaccord Genuity Financial Limited

Jun 2013 - Present Current

Canaccord Genuity Financial Limited

Mar 2009 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register