JEREMY JACK GREEN

Financial Adviser ยท Bondi Junction, NSW

Registered

Registration Number

000383102

Registration Status

Registered

Location

Bondi Junction, NSW 2022

Providing Advice Since

2010

Registration Date

01/10/2020

Financial Services Licensee

ENGAGED FINANCIAL SERVICES PTY LTD

Licence #000523965

๐Ÿ“š Qualifications & Training

2008 - Diploma of Financial Services (Financial Planning) - - FSTA
2011 - Margin Lending and Geared Investments - - Kaplan
2012 - Self-Managed Super Funds - - Kaplan
2013 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
2016 - Accredited Listed Product Adviser Program - - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.