JEROMY MICHAEL GRATIAN
Financial Adviser · Fitzroy, VIC
📚 Qualifications & Training
2007 - Bachelor of Applied Science (Exercise and Sport Science) - Bachelor Degree (AQF 7) - Deakin University
2015 - FNS50611 Diploma of Financial Planning - Diploma (AQF 5) - Investment Banking Institute
2015 - Self Managed Superannuation Funds accreditaion - - Kaplan Professional
2025 - FPC003 Superannuation and Retirement Advice - Bridging Course - Behavioural Finance - Kaplan Professional
2026 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2026 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2026 - FPC006 Taxation for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2026 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
🏢 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.