JEROME PETER SMITH
Financial Adviser · Hawthorn East, VIC
📚 Qualifications & Training
2001 - Advanced Diploma Financial Services (Financial Planning) - - FPA
2001 - CFP - - FPA
2010 - Advanced SMSF Strategy Training - - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Commercial Law - Other - Kaplan
2025 - Tax for Financial Advising - Other - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.