JAMIE BRENDON COCKERILL

Financial Adviser · Sydney, NSW

Registered

Registration Number

001002319

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2005

Registration Date

24/02/2014

Financial Services Licensee

PERPETUAL TRUSTEE COMPANY LIMITED

Licence #000236643

📚 Qualifications & Training

1995 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
1998 - Bachelor of Business (Business Management) - Bachelor Degree (AQF 7) - Griffith University
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2023 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.