JEREMY MCGRODER
Financial Adviser · Caringbah, NSW
📚 Qualifications & Training
2015 - Bachelor of Commerce (Accounting) - Bachelor Honours Degree (AQF 8) - Macquarie University
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2020 - TASA and Code of Professional Conduct Course - Other - Kaplan Professional
2025 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.