JEREMY BEAUMONT
Financial Adviser · Southbank, VIC
📚 Qualifications & Training
2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor
2025 - Economic & Legal Context for FP - Bridging Course - Regulation & Legal Obligations - Kaplan
2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - 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.