JASON IAN MCLAREN

Financial Adviser Β· Wynnum, QLD

Registered

Registration Number

001233716

Registration Status

Registered

Location

Wynnum, QLD 4178

Providing Advice Since

2015

Registration Date

15/07/2015

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

πŸ“š Qualifications & Training

2005 - Advanced Diploma of Financial Services (Superannuation) - Advanced Diploma (AQF 6) - ASFA
2009 - SMSF Specialist Advisor - Other - Self Managed Super Fund Association
2014 - Master of Business (Applied Finance) - Masters Degree (AQF 9) - Queensland University of Technology
2014 - Master of Business (Professional Accounting) - Masters Degree (AQF 9) - Queensland University of Technology
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

🏒 Professional Memberships

SMSF Association

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.