JASON WILLIAM SMITH
Financial Adviser · Hyde Park, QLD
📚 Qualifications & Training
2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - James Cook University
2012 - Diploma of Finance and Mortgage Broking Management - - AAMC Training Group
2017 - Diploma of Financial Planning - - Kaplan Professional
2018 - Advanced Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Commercial Law - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2019 - Margin Lending - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.