JONATHAN SCHAFER
Financial Adviser · Newcastle West, NSW
📚 Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle
2007 - Bachelor of Economics - Bachelor Degree (AQF 7) - The University of Newcastle
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2013 - Self Managed Superannuation Funds - Other - Kaplan Professional Education
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional Education
2018 - 5 unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia Limited
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
🏢 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.