JACK TREWIN TOSSOL

Financial Adviser · Melbourne, VIC

Registered

JACK TREWIN TOSSOL is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2024, based in Melbourne, Victoria. They are authorised to provide advice under CHARTER FINANCIAL PLANNING LIMITED (AFSL licence #000234665). Registered qualifications on file include 2017 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - University of Melbourne, 2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education, 2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited.

Registration Number

001303357

Registration Status

Registered

Location

Melbourne, VIC 3004

Providing Advice Since

2024

Registration Date

09/05/2023

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2017 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - University of Melbourne

2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

2025 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education

2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.