JACOB AASLUND

Financial Adviser ยท South Yarra, VIC

Registered

Registration Number

000324081

Registration Status

Registered

Location

South Yarra, VIC 3141

Providing Advice Since

2008

Registration Date

21/06/2013

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2012 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Deakin University

โ„น๏ธ 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.