JAN-CAREL MENTZ BOTHA
Financial Adviser · Dulwich, SA
📚 Qualifications & Training
2003 - Compliance Officer Examination - Other - Johannesburg Stock Exchange
2007 - Bachelor of Commerce with specialisation in Economics - Bachelor Degree (AQF 7) - University of South Africa
2009 - Post Graduate Diploma in Financial Planning - Other - University of the Free State ZAR
2016 - Chartered Financial Analyst Level 1 - Other - Chartered Financial Analyst Institute
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.