JONATHAN FRANK MCWHAE
Financial Adviser · Carlton, VIC
📚 Qualifications & Training
1995 - Bachelor of Arts - Bachelor Degree (AQF 7) - Murdoch University
1995 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Murdoch University
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia Pty Ltd
2009 - Certified Financial Planner - - Financial Planning Association
2010 - Certified Practicing Accountant - - CPA Australia
2012 - Chartered Tax Adviser - - The Tax Institute
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Institute of Financial Accountants
Institute of Public Accountants (IPA)
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.