CODY JACK HARMON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2012 - Bachelor of Business (Ecomomics and Finance) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2014 - 928 Margin Lending - Knowledge and Skills - Diploma (AQF 5) - Kaplan Professional
2014 - Self-Managed Super Funds (SMSF) - Other - Integrity Education Group
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2020 - Ethics and Professionalism (FPC002B) in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.