JONATHAN TOH
Financial Adviser · Docklands, VIC
📚 Qualifications & Training
2016 - Commercial Law LAW2442 - Other - RMIT University
2018 - Taxation 1 LAW2453 - Other - RMIT University
2019 - Bachelor of Business (Financial Planning) with Distinction - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - TASA and the TPB Professional Code of Conduct - Other - Kaplan Professional
2025 - Accredited Listed Product Adviser - Other - Kaplan Professional
2026 - SMSF Regulation and Taxation - 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.