JEFFREY GRAEME MUNRO
Financial Adviser · Chadstone, VIC
📚 Qualifications & Training
1998 - Bachelor of Business (Business Management - Bachelor Degree (AQF 7) - Charles Sturt University
1999 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia Limited
2002 - CFP Certification 1-4 Program - Other - Financial Planning Association of Australia Limited
2002 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
2015 - SMSF Specialist Adviser - Professional Designations - SMSF Association
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.