JEFFREY HANNA
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1995 - Bachelor of Commerce - - Deakin University
1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
1999 - Certified Public Accountant - - CPA
2001 - Certified Financial Planner - - Financial Planning Association of Australia
2004 - Self Managed Superannuation Funds - - Kaplan
2009 - ASX Accredited Derivatives Adviser Level 1 - - Kaplan
2009 - Accredited Derivatives Adviser Level 1 - - Kaplan Professional
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2018 - Certified Practicing Accountants Australia Program - Other - CPA Australia Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
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.