JASON WONG
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2005 - Bachelor of Business (Information Management) - Bachelor Degree (AQF 7) - RMIT
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2013 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.