JORDAN GREEN
Financial Adviser Ā· Rhodes, NSW
š Qualifications & Training
2008 - Diploma of Financial Planning - - Pinnacle
2011 - Margin Lending and Geared Investments - - Kaplan
2013 - SMSF - - Kaplan
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - AAMC
ā¹ļø 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.