JONATHAN SHINEBERG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2014 - Master of Business Administration - Masters Degree (AQF 9) - University of Wollongong
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2020 - Commercial Law Course (TASACLv2) - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
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.