JASON ARTHUR KIRK
Financial Adviser ยท Brisbane City, QLD
๐ Qualifications & Training
1994 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of New England
1999 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute Education
2003 - Certified Financial Planner - Professional Designations - FPA
2009 - SMSF Specialist Adviser - Professional Designations - SMSFA
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
Tax Practitioners Board - Tax (financial) Adviser
โน๏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.