JASON ANTHONY ATKINS
Financial Adviser · Kangaroo Point, QLD
📚 Qualifications & Training
2007 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Education
2010 - Self Managed Superannuation Funds - - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2022 - Accredited Listed Product Adviser - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - Accredited Aged Care Professional - Other - Aged Care Steps
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.