JASON CROFT
Financial Adviser · Drouin, VIC
📚 Qualifications & Training
2014 - Diploma of Financial Planning - - Mentor Education
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2020 - Bachelor of Business and Commerce - Bachelor Degree (AQF 7) - Monash University
2020 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2020 - FPC002B Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
2021 - FPC007B Client Engagement Skill - Bridging Course - Behavioural Finance - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.