JASON PETERSEN
Financial Adviser Ā· Rhodes, NSW
š Qualifications & Training
1998 - BA Hons Management & Information Systems - - UNSW
2005 - Grad Dipl Financial Planning - Graduate Diploma (AQF 8) - Securities Institute Australia
2006 - Self Managed Super Funds - - Kaplan
2009 - Certified Financial Planner - - Financial Planning Association
2010 - Estate Planning - - UTS
š¢ Professional Memberships
Finance Brokers Association of Australia (FBAA)
Financial Advice Association of Australia (FAAA)
SMSF Association
ā¹ļø 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.