IVAN GEOFFREY JONES
Financial Adviser · Dee Why, NSW
📚 Qualifications & Training
2000 - Diploma of Financial Planning - - Deakin University
2005 - Masters of Commerce - - University of Western Sydney
2008 - MBA - - Melbourne Business School
2019 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Mentor Education
2020 - FPA Aged Care Specialist - Professional Designations - Financial Planning Association
🏢 Professional Memberships
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.