JASON MATTHEW PEARCE
Financial Adviser · Cheltenham, VIC
📚 Qualifications & Training
2010 - Diploma of Financial Services (Financial Planning) - - Kaplan
2014 - Diploma of Finance and Mortgage Broking Management - - AAMC Training Group
2015 - Advanced Diploma Financial Planning - - Integrity Education Group
2015 - Margin Lending Accreditation - - Integrity Education Group
2025 - FPC007B - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - Superannuation and Retirement Advice - Other - Kaplan Professional
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.