JONOTHAN ALEXANDER WILSON GOURLAY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1994 - Bachelor of Arts (Hons) - Bachelor Honours Degree (AQF 8) - University of Melbourne
2004 - Graduate Diploma of Applied Finance - Bachelor Honours Degree (AQF 8) - Kaplan
2010 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Services Institute of Australasia (FINSIA)
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.