JON PAPINCZAK

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

001237650

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2015

Registration Date

01/12/2015

Financial Services Licensee

CORE VALUE ASSET MANAGEMENT PTY LTD

Licence #000292469

๐Ÿ“š Qualifications & Training

2011 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - The University of Queensland
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2024 - FPC001B Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - FPC008 Investment Advice - Other - Kaplan Professional

โ„น๏ธ 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.