RUSSELL JONES
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Diploma Financial Services (Financial Planning) - Diploma (AQF 5) - AMP Financial Services
2004 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute
2004 - Diploma of Financial Services (Financial Planning) - - AMP Dealer Group Services
2004 - Financial Plan Construction and Review - Certificate (AQF 1-4) - Financial Planning Association of Australia
2006 - Certified Financial Planner - - Financial Planning Association
2007 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2008 - Self Managed Superannuation Funds - - Kaplan Professional
2008 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2011 - ADA 1 - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2014 - Deposit Products and Non-Cash payments - - Financial Education Professionals
2015 - Fixed Income Accreditation - - FIIG
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.