IAIN JEFFERY
Financial Adviser · Deakin, ACT
📚 Qualifications & Training
2002 - Bachelor of Science - - UNSW
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2005 - Advanced Diploma of Financial Services - - Kaplan
2005 - Master of Financial Planning - - University of Sunshine Coast
2005 - Master of Financial Planning - Masters Degree (AQF 9) - University of the Sunshine Coast
2012 - Certified Financial Planner - - FPA
2012 - Certified Financial Planner - Professional Designations - FPA
2018 - Margin Lending - - Kaplan
2018 - Margin Lending - Certificate (AQF 1-4) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
TPB
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.