JASON TALEB
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1987 - Economics - Bachelor Degree (AQF 7) - University of Sydney
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2019 - Self Managed Superannuation Funds - Other - Kaplan
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Margin Lending Specialist - Other - Kaplan
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.