JASON PERKINS
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - Diploma of Financial Planning - - Financial Planning Association of Australia
2007 - Bachelor of Taxation - - UNSW
2008 - Certified Financial Planner - - Financial Planning Association of Australia
2016 - SMSF Association Specialist Member Accreditation Program (SSA) - - SMSF Association
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
The Tax Institute (CTA)
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.