JEREMY LEACH
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2010 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2013 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Professional
2017 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2017 - SMSF Core Course - - DBA Network Pty Ltd
2018 - Tier 1 - Margin Lending - Personal Advice - Other - Kaplan Professional
2025 - FPC002B Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.