JASON WOOLFORD
Financial Adviser · Frenchs Forest, NSW
📚 Qualifications & Training
1999 - Diploma of Financial Markets - Advanced Diploma (AQF 6) - Securities Institute Education
2009 - Certified Financial Planner Education Program - Professional Designations - FPA
2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2021 - Diploma of Financial Planning (8 units) - Advanced Diploma (AQF 6) - FPA Australia
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.