JASON BIRCH
Financial Adviser · Inverell, NSW
📚 Qualifications & Training
1993 - Bachelor of Commerce - - University of Western Sydney
1997 - Chartered Accountants Program - - The Institute of Chartered Accountants
2002 - Diploma of Financial Services - - Finsia
2014 - MARGIN LENDING - - KAPLAN
2014 - SELF MANAGED SUPER FUND ACCREDITED - - KAPLAN
🏢 Professional Memberships
The Institute of Chartered Accountants
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.