PAUL KEITH JACKSON
Financial Adviser ยท Clayfield, QLD
๐ Qualifications & Training
1998 - Financial Planning Principles & Practice Course - - Securities Institute Education
2002 - Diploma of Financial Planning - - FPA/Deakin University
2005 - Applied Self Managed Super Fund Advice - - Australian Executor Trustees
2005 - Margin Lending and Geared Investments - - Kaplan
2006 - CFP 1 - Ethics, Professionalism and Compliance - - FPA
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.