MICHAEL ANDREW JERARD
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1985 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FPA - Deakin University & Tribeca
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca & Kaplan Professional
2021 - Ethics & Professionalism in Financial Advice FPC002B - Bridging Course - Ethics - Kaplan Professional
2022 - Certified Financial Planner - Professional Designations - FPA
🏢 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.