JONATHAN MELLOY
Financial Adviser · Greenslopes, QLD
📚 Qualifications & Training
2011 - Bachelor of Business (Economics) - Bachelor Degree (AQF 7) - Queensland University of Technology
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - CFP Certification Program - Professional Designations - Financial Planning Assn of Australia
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Certified Independent Financial Advisers Assn
Profession of Independent Financial Advisers (PIFA)
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.