JACEK KLUKOWSKI
Financial Adviser · Sunbury, VIC
📚 Qualifications & Training
2006 - Bachelor of Business (Financial Risk Management) - - Victoria University
2011 - Certificate IV Finance/Mortgage Broking - - Kaplan
2011 - Certificate IV Finance/Mortgage Broking - - Kaplan Professional
2012 - Certified Financial Planner - - Financial Planning Association
2014 - Certified Financial Planner (CFP) - - Financial Planning Association of Australia (FPA)
2016 - Tax For Financial Advising - - Kaplan Professional Education
2016 - Tax for Financial Advising - - Kaplan
2017 - Self Managed Super Funds - - Kaplan
2017 - Self Managed Superannuation Funds - - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association of Australia (FPA)
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.