JACQUES MALAN
Financial Adviser · Perth, WA
📚 Qualifications & Training
1996 - Bachelor of Commerce (Honours) - Bachelor Degree (AQF 7) - North-West University (South Africa)
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2013 - 928S Margin Lending Course - Other - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2016 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2017 - Specialist SMSF Course - Other - SuperConcepts & University of Adelaide
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.