JONATHON BOLT
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2020 - Bachelor of Applied Finance with a degree of Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Charles Sturt University
2023 - Master of applied Finance (financial Planning) - Masters Degree (AQF 9) - Charles Sturt University
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.