JEREMY HUGH SHOLTO DOUGLAS
Financial Adviser · Kew, VIC
📚 Qualifications & Training
2003 - Bachelor of Commerce (Accounting and Business Law) - Bachelor Degree (AQF 7) - Bond University
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Insitute
2019 - Accredited Listed Product Adviser Program - Certificate (AQF 1-4) - Kaplan
2019 - SMSF Course - Professional Designations - Integrity Education Group
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.