JONATHAN BRUCE SHERLOCK
Financial Adviser · Pymble, NSW
📚 Qualifications & Training
1994 - Bachelor of Commerce (Finance & Real Estate) - - Bond University
1994 - Bachelor of Law (Mergers & Acquisitions, Insolvency) - - Bond University
2006 - Diploma of Finance and Advanced Finance - - Kaplan
🏢 Professional Memberships
Law Society of NSW
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.