JERAMIA JAMES READING

Financial Adviser · Toowoomba, QLD

Registered

Registration Number

001260780

Registration Status

Registered

Location

Toowoomba, QLD 4530

Providing Advice Since

2017

Registration Date

01/07/2018

Financial Services Licensee

WEALTH MANAGEMENT MATTERS PTY LTD

Licence #000491619

📚 Qualifications & Training

2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2019 - Principles of Self Managed Superannuation Funds - - International Institute of Technology
2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Ltd

🏢 Professional Memberships

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.