JAKE GRAHAM ALICK BROWN
Financial Adviser · Camberwell, VIC
📚 Qualifications & Training
2016 - Bachelor of Commerce - - University of Queensland
2016 - Bachelor or Economics - Bachelor Degree (AQF 7) - University of Queensland
2016 - Chartered Financial Analyst Level 1 - Professional Designations - CFA Institute
2018 - Diploma Financial Planning - - Kaplan
2019 - Chartered Financial Analyst Level 2 - Professional Designations - CFA Institute
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.