RILEY MARK JAN

Financial Adviser ยท Burleigh Heads, QLD

Registered

Registration Number

001304067

Registration Status

Registered

Location

Burleigh Heads, QLD 4220

Providing Advice Since

2023

Registration Date

03/07/2023

Financial Services Licensee

CRUZ FINANCIAL PLANNING PTY LTD

Licence #000532193

๐Ÿ“š Qualifications & Training

2019 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2019 - Bachelor of Laws - Bachelor Degree (AQF 7) - Griffith University
2020 - Graduate Diploma in Legal Practice - Graduate Diploma (AQF 8) - Bond University
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2025 - SMSF Specialist Advisor - Professional Designations - SMSF Association

โ„น๏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.