JAN HENDRIK SWANEPOEL
Financial Adviser · Sale, VIC
📚 Qualifications & Training
1996 - Bachelor of Commerce in Insurance Science - Bachelor Degree (AQF 7) - University of Pretoria (Sth Africa)
2007 - Postgraduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of Stellenbosch (Sth Africa)
2013 - Cert IV in Finance & Mortgage Broking - - International Institute of Technology
2013 - Diploma of Finance and Mortgage Broking Management - - International Institute of Technology
2013 - Diploma of Financial Planning - - International Institute of Technology
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2026 - Client Engagement Skills - Bridging Course - Behavioural Finance - 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.