JASON ALAN BURGMANN
Financial Adviser · Maitland, NSW
📚 Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2013 - SMSF Accreditation - Professional Designations - Mentor
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2024 - Aged Care Specialist Course - Professional Designations - Aged Care Steps
2025 - Accredited Behavioural Finance Professional - Professional Designations - Kaplan Professional
2025 - Chartered Retirement Planning Counsellor - Professional Designations - Kaplan Professional
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.