JEREMY GUIRGUIS
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2016 - Bachelor of Commerce (Finance and Marketing) - Bachelor Degree (AQF 7) - University of New South Wales
2016 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of New South Wales
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
2022 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2025 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
🏢 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.