JASON BARRIE VIALS
Financial Adviser · Bathurst, NSW
📚 Qualifications & Training
1987 - Bachelor of Economics - - University of Sydney
2002 - Certificate IV in Financial Planning - - Integratec (Australia) Pty Ltd
2013 - Diploma of Financial Planning - - Pinnacle Financial Services Academy Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planner AFP (FPA)
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.