JACOB TOMAS CHEVERLY
Financial Adviser · Docklands, VIC
📚 Qualifications & Training
2017 - Bachelor of Commerce (Accounting & Financial Planning) - Graduate Diploma (AQF 8) - Deakin University
2023 - Master of Banking and Finance - Masters Degree (AQF 9) - Monash University
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.