JARRED HENRY

Financial Adviser · Newtown, VIC

Registered

Registration Number

001003232

Registration Status

Registered

Location

Newtown, VIC 3220

Providing Advice Since

2014

Registration Date

30/07/2019

Financial Services Licensee

AKUMIN FINANCIAL PLANNING PTY LIMITED

Licence #000232706

📚 Qualifications & Training

2014 - Bachelor of Commerce (Finance and Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2018 - Self Managed Superannuation Fund Adviser (Personal Advice) - Certificate (AQF 1-4) - Mentor Education
2021 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - 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.