LYALL DOUGLAS JONES
Financial Adviser · Perth, WA
📚 Qualifications & Training
2005 - Generic Financial Planning - - CPA
2008 - Self Managed Super Fund Course - - kaplan
2009 - ASX Accredited Listed Products Adviser (ALPA) Program - Other - Kaplan
2009 - Risk Management - - Kaplan
2010 - Margin Lending and Geared Investments - - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
National Tax & Accountants' Association Ltd. (NTAA)
TPB
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.