TANNER JORDAN
Financial Adviser ยท Main Beach, QLD
๐ Qualifications & Training
2016 - Bachelor of Business (Banking and Finance - Bachelor Degree (AQF 7) - Victoria University
2017 - Diploma of Financial Planning - - Kaplan
2019 - Self Managed Superannuation Funds - - Integrity Education Group
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
โน๏ธ 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.