JIM VASS
Financial Adviser Ā· Parramatta, NSW
š Qualifications & Training
1990 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
1994 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia
2013 - Financial Services Training Package (Self-Managed Superannuation Funds) - Other - Terra Cordis
2016 - Diploma of Financial Planning - Diploma (AQF 5) - AAMC Training Group
2016 - Margin Lending - Other - AAMC Training Group
2018 - Chartered Accountant (CA) - Professional Designations - Chartered Accountants Australia & New Zealand (CA ANZ)
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
ā¹ļø 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.