JASON ALEXANDER MCGREGOR
Financial Adviser Ā· Mermaid Beach, QLD
š Qualifications & Training
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2012 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2013 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2013 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
2020 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.