JASON ANDREW BARR

Financial Adviser · Warners Bay, NSW

Registered

Registration Number

001002771

Registration Status

Registered

Location

Warners Bay, NSW 2282

Providing Advice Since

2008

Registration Date

25/07/2008

Financial Services Licensee

COMMONWEALTH FINANCIAL PLANNING LIMITED

Licence #000231139

📚 Qualifications & Training

2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2023 - Introduction to Self-Managed Superannuation Funds - Other - 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.