JEREMY JACK GREEN
Financial Adviser ยท Bondi Junction, NSW
๐ 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
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏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.