JONATHAN ROBERT MCCULLAGH
Financial Adviser · Fortitude Valley, QLD
📚 Qualifications & Training
2005 - Bachelor of Commerce (Banking and Funds Management) - Bachelor Degree (AQF 7) - Griffith University
2010 - Advanced Diploma of Financial Services (Financial Planning FNS60404) - Advanced Diploma (AQF 6) - MLC ThreeSixty
2016 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
2020 - AU Inhouse Accreditation - SMSF - Other - AUPFS
2020 - AU Inhouse Accreditation - Securities - Other - AUPFS
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
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.