JAKE BAILEY
Financial Adviser · Warilla, NSW
📚 Qualifications & Training
2017 - Bachelor of Commerce (Finance & Financial Planning) - Bachelor Degree (AQF 7) - The University of Wollongong
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPE020 SMSF Reglations and Taxation - Other - Kaplan Higher Educaction
2026 - Margin Lending Specialist - Other - Kaplan Higher Education
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.