JAYSON BRUCE
Financial Adviser · Carlton, VIC
📚 Qualifications & Training
2015 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Monash University
2015 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - Monash University
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
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.