JONATHAN PHILPOT
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of New South Wales
2000 - Chartered Accountant - Professional Designations - Institute of Chartered Accountants in Australia
2003 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2003 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
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.