JAN KERRIDGE
Financial Adviser · Woonona, NSW
📚 Qualifications & Training
1997 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)
1998 - Certified Financial Planner - Professional Designations - FPA
2020 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
🏢 Professional Memberships
Accredited Aged Care Professional
Financial Advice Association of Australia (FAAA)
SMSF Specialist Advisor with SMSF Association (SMSFA)
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.