ROBERT MERVYN JACKSON
Financial Adviser · Perth, WA
📚 Qualifications & Training
2003 - Certified Financial Planner - - Financial Planning Association
2004 - Diploma of Financial Planning - - Financial Planning Association
2011 - Margin Lending - - Stockbrokers Association of Australia
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN
2021 - Relevant Provider Exam - Other - FASEA
🏢 Professional Memberships
FINSIA
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.