JONATHAN AVI MITCHELL
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales
2008 - Accredited Derivatives Adviser Level 1 - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2008 - Accredited Derivatives Adviser Level 2 - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2013 - Margin Lending Accreditation Program - Certificate (AQF 1-4) - Deakin Prime
2013 - Professional Diploma in Stockbroking - Diploma (AQF 5) - Stockbrokers Association of Australia
2024 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education Pty Limited
2024 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education Pty Limited
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.