JAMIE ANDERSEN
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
2002 - Bachelor of Business (Finance & Accounting) - Bachelor Degree (AQF 7) - University of Technology Sydney
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - The Commonwealth Bank of Australia
2011 - ASX Accredited Listed Product Adviser Program - Other - Kaplan Professional
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2021 - SMSF Knowledge - Other - Monarch Institute
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.