JASON RAPLEY
Financial Adviser · Bathurst, NSW
📚 Qualifications & Training
2005 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - Charles Sturt University
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2010 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2018 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2018 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2019 - Accredited Aged Care Professional - Other - Aged Care Steps
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional
🏢 Professional Memberships
Finance Brokers Association of Australia (FBAA)
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.