JAKE HOLMES
Financial Adviser · Fortitude Valley, QLD
📚 Qualifications & Training
2019 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2020 - Graduate Diploma in Business - Graduate Diploma (AQF 8) - Queensland University of Technology
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.