JEFF POTTER
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
1999 - Bachelor of Commerce (Finance and Accounting) - Bachelor Degree (AQF 7) - Flinders University
2003 - Diploma of Financial Planning - - Financial Planning Association of Australia
2004 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
ā¹ļø 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.