JAY RODNEY BRENNAN
Financial Adviser Ā· Osborne Park, WA
š Qualifications & Training
2008 - Batchelor of Commerce Global Economics and Finance Double Major - Bachelor Degree (AQF 7) - Curtin University of Technology
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - PS146 Training Australia
2011 - Margin Lending & Geared Investments - Professional Designations - Kaplan Professional
2012 - Accredited Listed Product Adviser Program - Professional Designations - Kaplan Professional
2013 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2013 - Self Managed Superannuation Fund - Professional Designations - Kaplan Professional
2014 - Certificate IV Finance and Mortgage Broking - Certificate (AQF 1-4) - AAMC Training Group
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
ā¹ļø 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.