JONATHAN CHARLES PILLEMER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2001 - Diploma of financial Planning (DFP1) - - Financial Planning Association of Australia
2002 - Certificate Course in Superannuation Legislation and Practice - - Investment Training College
2002 - Certificate Course on Risk Management and Insurance Planning - - Investment Training College
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.