JEREMY MICHAEL ROSS
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2008 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Professional Education
2015 - Advanced Diploma Of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2016 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional Education
2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
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.