JASON GALEA
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1995 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University
2000 - Graduate Diploma of Applied Investment and Finance - Graduate Diploma (AQF 8) - Securities Institute Australia
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2011 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
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.