JONATHAN BLACK
Financial Adviser · Docklands, VIC
📚 Qualifications & Training
1994 - Bachelor of Commerce - - Melbourne University
1999 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Advice Association of Australia Limited
1999 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2012 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australia (FINSIA)
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.