JASON HOLDER
Financial Adviser · North Lakes, QLD
📚 Qualifications & Training
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional Education
2014 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
2015 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2017 - Accredited Aged Care Professional - Other - Aged Care Steps
2022 - 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.