JASON PETER BALLOS
Financial Adviser · Mornington, VIC
📚 Qualifications & Training
2022 - Business Law - LAW2442 - Other - RMIT
2022 - Taxation 1 - LAW2453 - Other - RMIT
2023 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT
2024 - Bachelor of Accounting - Bachelor Degree (AQF 7) - RMIT
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.