JEAN KAORU FINDLAY
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1994 - Bachelor of Science - - University of Sydney
2004 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association
2004 - SDIA Accreditation Program RG146 - Other - Deakin University
2007 - SMSF Specialist Pathway Program - Other - Tribeca
2010 - Margin Lending Accreditation Program - Other - Deakin Prime
2011 - Master of Commerce (Finance) - Masters Degree (AQF 9) - University of New South Wales
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
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.