JAYDEN TRENT ALLISON

Financial Adviser · Sale, VIC

Registered

Registration Number

001248796

Registration Status

Registered

Location

Sale, VIC 3850

Providing Advice Since

2016

Registration Date

20/12/2018

Financial Services Licensee

PHILLIPSONS FINANCIAL PLANNING PTY LTD

Licence #000332836

📚 Qualifications & Training

2016 - Diploma of Financial Planning - - Kaplan Professional
2018 - Bachelor of Commerce - - Federation University
2022 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University

🏢 Professional Memberships

CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)

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.