JEREMY BOLLER

Financial Adviser Β· Brisbane, QLD

Registered

Registration Number

001001995

Registration Status

Registered

Location

Brisbane, QLD 4000

Providing Advice Since

2004

Registration Date

18/11/2015

Financial Services Licensee

MATRIX PLANNING SOLUTIONS LIMITED

Licence #000238256

πŸ“š Qualifications & Training

2004 - Estate Planning - - Kaplan
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - 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.