JONATHAN KILBORN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1994 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney (UTS)
2001 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CFP - Financial Planning Association (FPA)
CFP – Certified Financial Planner (FPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
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.