ARCHIE JASON FRANZ

Financial Adviser · Crows Nest, QLD

Registered

Registration Number

000291818

Registration Status

Registered

Location

Crows Nest, QLD 4355

Providing Advice Since

2006

Registration Date

16/08/2010

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

1994 - Bachelor of Business - - University of Southern Queensland (USQ)
1994 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Southern Queensland (USQ)
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
2017 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Finance and Related Services Training Academy (FARSTA)

🏢 Professional Memberships

FBAA - Finance Brokers Association of Australia
Financial Advice Association of Australia (FAAA)

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.