SYD DAVID JACKSON

Financial Adviser · Leongatha, VIC

Registered

Registration Number

001282835

Registration Status

Registered

Location

Leongatha, VIC 3953

Providing Advice Since

2021

Registration Date

04/08/2020

Financial Services Licensee

COUNT FINANCIAL LIMITED

Licence #000227232

📚 Qualifications & Training

2018 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2019 - FPC002B-Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2021 - Accredited Aged Care Professional - Other - Aged Care Steps

🏢 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.