JASON ZEUS MANOLAKAKIS

Financial Adviser ยท Viewbank, VIC

Registered

Registration Number

001003825

Registration Status

Registered

Location

Viewbank, VIC 3084

Providing Advice Since

1998

Registration Date

07/03/2016

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

1999 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Victoria University
1999 - Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)

โ„น๏ธ 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.