JEREMY PAUL RANKIN

Financial Adviser ยท Chatswood, NSW

Registered

Registration Number

000312697

Registration Status

Registered

Location

Chatswood, NSW 2067

Providing Advice Since

2007

Registration Date

30/04/2007

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

1996 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle
2005 - Masters of Law - Other - Macquarie University
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2012 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy Pty Ltd
2013 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

๐Ÿข Professional Memberships

SMSF Association - SMSF Specialist Advisor (SSA)

โ„น๏ธ 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.