STUART JONES
Financial Adviser · Camberwell, VIC
📚 Qualifications & Training
2008 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2009 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2011 - Graduate Diploma of Chartered Accounting - Graduate Diploma (AQF 8) - Institute of Chartered Accountants in Australia (ICAA)
2011 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2013 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2013 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
CA - Chartered Accountants Australia and New Zealand
MFAA - Mortgage & Finance Association of Australia
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.