JEFFREY THOMAS PARKIN
Financial Adviser · Miranda, NSW
📚 Qualifications & Training
2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2011 - Margin Lending & Geared Investments - - Kaplan
2014 - Certificate IV in Finance & Mortgage Broking - - Kaplan
2015 - Self Managed Superannuation Funds - - Kaplan
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.