JEREMY JOHN HALL
Financial Adviser · Shepparton, VIC
📚 Qualifications & Training
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2015 - Diploma of Financial Planning - - Monarch Institute
2016 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - La Trobe University
2020 - Graduate Diploma of Chartered Accounting - Other - Chartered Accountants Australia and New Zealand
2024 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.