JONATHON KIRK
Financial Adviser · Traralgon, VIC
📚 Qualifications & Training
1992 - Bachelor of Business - - Monash University
2003 - Diploma Financial Planning - - FPA / Deakin
2006 - CFP - - FPA / Deakin
🏢 Professional Memberships
Certified Financial Planner - FPA
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.