JAY THWAITES
Financial Adviser ยท Como, WA
๐ Qualifications & Training
2021 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - Curtin University
2023 - Accredited Aged Care Professional - Other - Aged Care Steps
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2024 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2025 - FPE011 Debt Strategies - Other - Kaplan Higher Education Pty Limited
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏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.