JONATHON WILLIAM LAIRD
Financial Adviser · Carlton, VIC
📚 Qualifications & Training
2002 - Bachelor of Economics - - UTAS
2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2018 - Diploma of Financial Planning - - Kaplan
2025 - Aged Care Accredited Professional - Professional Designations - Aged Care Steps
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.