JEFFREY WILLIAM MITCHELL
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1998 - Graduate Diploma in Applied Finance and Investment - - Securities Institute
2003 - Diploma of Financial Planning - - Financial Planning Association of Australia Ltd
2009 - Certified Investment Management Analyst - - Investment Management Consultants Association
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Investment Management Consultants 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.