JEFFREY EBSWORTHY

Financial Adviser ยท Mooloolaba, QLD

Registered

Registration Number

000231824

Registration Status

Registered

Location

Mooloolaba, QLD 4557

Providing Advice Since

1997

Registration Date

29/03/2019

Financial Services Licensee

EKO FINANCIAL PTY LTD

Licence #000514038

๐Ÿ“š Qualifications & Training

1998 - Bachelor of Business - - University of Central Queensland
2010 - Diploma of Financial Planning - - RG146 Training Australia
2012 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education

๐Ÿข Professional Memberships

CPA Australia (CPA)

โ„น๏ธ 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.