JASON MICHAEL CALLEJA
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - La Trobe University
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2014 - Self Managed Superannuation Funds - Other - Kaplan
2016 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2017 - Margin Lending Adviser (Personal Advice) - Other - Mentor Education
2020 - Ethics & Professional Standards for Financial Advisers - Bridging Course - Ethics - TAFE NSW
🏢 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.