JASON BALL
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2002 - Retirement Planning Principles Course - - Integratec
2002 - SDIA Accreditation Program Assessment - Securities, Futures Markets and Managed investments - - Securities and Derivatives Industry Association
2006 - Accredited Derivatives Adviser: Level 1 - - Tribeca
2014 - Deposit Products and Non-Cash payments - - Financial Education Professionals
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
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.