JON BISHOP
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
2013 - Bachelor of Commerce (Economics & Finance) - Bachelor Degree (AQF 7) - Griffith University
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2014 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2015 - 928 Margin Lending- Knowledge and Skills - Other - Kaplan Higher Education Pty Limited
2018 - DFP5v4 Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
2020 - Certified Financial Planner - Professional Designations - FPA
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2021 - Graduate Diploma of Applied Finance - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 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.