JASON BARRY FLEMING

Financial Adviser ยท Woolloongabba, QLD

Registered

Registration Number

000386590

Registration Status

Registered

Location

Woolloongabba, QLD 4102

Providing Advice Since

2003

Registration Date

27/08/2012

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1994 - Bachelor of Business - Bachelor Degree (AQF 7) - Central Queensland University
2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2005 - Self Managed Superannuation Funds - Other - Tribeca
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

โ„น๏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.