JASON GAN
Financial Adviser · Chirnside Park, VIC
📚 Qualifications & Training
1998 - Bachelor of Business - - Deakin University
2003 - Graduate Diploma Of Financial Planning (Historical SIA/FINSIA)) - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2017 - Accredited Derivatives Adviser Level 1 - - Kaplan Professional
2018 - Self Managed Superannuation Fund - - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.