SHANE ANTHONY JONES
Financial Adviser · Mount Pleasant, NSW
📚 Qualifications & Training
1997 - Bachelor of Business (Finance/Economics) - Bachelor Degree (AQF 7) - Charles Sturt University
2003 - Diploma of Financial Planning (8 Units) - Advanced Diploma (AQF 6) - FPA Australia
2003 - Ethics and Professionalism in Financial Advice Course - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
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.