ANDREW PETER JONES
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1996 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Deakin University
2001 - Diploma of Financial Planning (DFP 1- 4) - Diploma (AQF 5) - Securities/Kaplan Professional
2005 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association - SMSF Specialist Advisor (SSA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.