JONATHAN LANCE SCHOLES
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2005 - Diploma of Financial Planning (2005) & Foundation DFP (2004) - Diploma (AQF 5) - Deakin University
2007 - CFP Certified Financial Planner - - FPA
2010 - DPML Margin Lending - - Pinnacle Financial Services Academy
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.