JARROD LEE FERRIER

Financial Adviser ยท Canterbury, VIC

Registered

Registration Number

001295163

Registration Status

Registered

Location

Canterbury, VIC 3126

Providing Advice Since

2023

Registration Date

01/02/2022

Financial Services Licensee

LIFESPAN FINANCIAL PLANNING PTY LTD

Licence #000229892

๐Ÿ“š Qualifications & Training

2015 - Certificate lll in Financial Services - Certificate (AQF 1-4) - CBA
2016 - Bachelor of Accounting - Bachelor Degree (AQF 7) - La Trobe University
2016 - Bachelor of Finance - Bachelor Degree (AQF 7) - La Trobe University
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2026 - SMSF Regulations and Taxation - Other - Kaplan

โ„น๏ธ 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.