Financial Adviser · MANUNDA, QLD

Jacinta Hazel Tim So

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000249633

Currently at

Bundall, QLD

View firm profile

Jacinta Hazel Tim So is a financial adviser based in Manunda, Queensland, with 28 years of experience in the financial services industry since 1998. Jacinta is currently authorised under Alliance Wealth, operating through Direct Wealth. Jacinta holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacinta's qualifications include a Bachelor of Commerce (Accounting and Finance, Marketing) from Griffith University. Jacinta 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 Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1996

Bachelor of Commerce (Accounting and Finance, Marketing)

Griffith University

2001

Diploma of Financial Planning (8 units)

FPA Australia

2012

Diploma of Finance and Mortgage Broking Management

Kaplan Professional

2014

Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

2020

Ethics for Financial Services (Intensive) Course (MAI769)

Ethics - Deakin University

Registration History

Alliance Wealth Pty Ltd

Oct 2025 - Present Current

Alliance Wealth Pty Ltd

Jul 2022 - Oct 2025 Ceased

Akumin Financial Planning Pty Limited

Aug 2013 - 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