JADE TAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2002 - Bachelor of Business (Finance and Information Technology - Bachelor Degree (AQF 7) - University of Technology Sydney
2006 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia
2010 - Life Risk Specialist - Professional Designations - Financial Advice Association of Australia
2012 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2012 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2015 - TASA and the TPB Code of Professional Conduct - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - FASEA Exam - Other - FASEA
2021 - Margin Lending Specialist - Certificate (AQF 1-4) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.