JONATHAN POHL
Financial Adviser · Dural, NSW
📚 Qualifications & Training
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Rhodes University (South Africa)
2010 - Postgraduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - University of the Free State (South Africa)
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Pinnacle Financial Services Academy
2016 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2019 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2025 - Commercial Law Course - Other - Kaplan Professional
🏢 Professional Memberships
Certified Financial Planner (CFP) of 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.