JASON JOHN COFFEY
Financial Adviser · Hawthorne, VIC
📚 Qualifications & Training
1998 - Bachelor of Commerce - - La Trobe University
2002 - Graduate Diploma of Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
🏢 Professional Memberships
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.