JORDAN PEEL BERGER — Financial Adviser #001263083

Registration Number

001263083

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2018

Registration Date

04/04/2018

Financial Services Licensee

ORD MINNETT LIMITED

Licence #000237121

📚 Qualifications & Training

2012 - BACHELOR OF ECONOMICS - - SYDNEY UNIVERSITY

2013 - DIPLOMA OF FINANCIAL PLANNING - - KAPLAN

2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

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.