DAVID MATTHEW JACKSON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2011 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Victoria University
2020 - FPC001B Economic and legal context for financial planning - Other - Kaplan
2020 - FPC006 Tax and Commercial Law for Financial Planning - Other - Kaplan
2020 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.