JAIME IV FERRER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1970 - Bachelor of Commerce - - De La Salle University (Philippines)
1977 - Master of Business Administration - - Asian Institute of Management (Philippines)
1990 - Graduate Diploma of Financial Planning - - Securities Institute of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
🏢 Professional Memberships
Financial Services Institute of Australasia
Stockbrokers and Investment Advisers Association (SIAA)
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.