JACK OINEZA
Financial Adviser · Neutral Bay, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Services (Financial Planning) - - Tribeca
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Ltd
2006 - Taxation Planning - - Tribeca
2007 - Estate Planning - - Kaplan
2011 - Margin Lending and Geared Investments - - Kaplan
2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2013 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd
2014 - Advanced Diploma of Financial Planning - - Kaplan
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited
2023 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd
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.