Jacinta So
Financial Adviser
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About
Jacinta So is an ASIC-registered financial adviser based in Manunda, QLD, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a strong academic foundation including a Bachelor of Commerce from Griffith University and multiple diplomas in financial planning, finance, and mortgage broking, Jacinta brings a wealth of knowledge and experience to her practice. Jacinta is an active member of the Financial Advice Association of Australia (FAAA), reflecting her commitment to upholding the highest ethical and professional standards in the industry. She is authorized to provide advice on a broad range of financial products, ensuring her clients receive holistic and well-informed guidance. Jacinta can advise you on: • Superannuation advice • Insurance solutions • Comprehensive wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance and superannuation, Jacinta is committed to providing personalised solutions to meet your unique needs. Contact Jacinta today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Jacinta So provide?
Jacinta So provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products including life insurance, securities, and government debt securities.
What qualifications does Jacinta So have?
Jacinta holds a Bachelor of Commerce, a Diploma of Financial Planning, a Diploma of Finance and Mortgage Broking Management, a Diploma of Financial Services (Financial Planning), and has completed an Ethics for Financial Services course at Deakin University.
What is the process for becoming a client of Jacinta So?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Jacinta will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and updates are conducted to ensure your plan remains aligned with your needs.
How can wealth management advice help me?
Wealth management advice can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio. It's designed to help you achieve your long-term financial goals.
Is Jacinta So a member of any professional associations?
Yes, Jacinta is a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to professional standards and ethical conduct.
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