JEAN PATRICK STEPHANE MARIANNE
Financial Adviser · Matraville, NSW
📚 Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education Pty Ltd
2009 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy Pty Ltd
2010 - Bachelor of Business (Applied Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2020 - Certified Financial Planner - Professional Designations - Financial Planning Association
2021 - Margin Lending Specialist - Professional Designations - Kaplan Professional
🏢 Professional Memberships
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.