PAUL JACKSON
Financial Adviser · Tweed Heads South, NSW
📚 Qualifications & Training
2005 - Bachelor of Business (Accounting and Financial Economics) - Bachelor Degree (AQF 7) - Griffith University
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2011 - Certified Practicing Accountants (CPA) Australia Program - Professional Designations - CPA Australia
2018 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
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.