JEREMY MAX SOJKA
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2012 - BTF1010 - Commercial Law - Other - Monash University
2012 - BTF3931 - Taxation Law - Other - Monash University
2012 - Bachelor of Commerce (Accounting, Banking and Finance, Economics) - Bachelor Degree (AQF 7) - Monash University
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.