JERY MOURELATOS
Financial Adviser · Hawthorn East, VIC
📚 Qualifications & Training
2001 - Graduate Diploma of Applied Finance and Investments - Graduate Diploma (AQF 8) - Securities Institute Australia
2005 - Self Managed Superannuation Funds - Other - Tribeca
2011 - Certificate IV in Financial Services (Finance/Mortgage Broking) - Other - AAMC Training Group
2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Ltd
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 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.