TANNER JORDAN

Financial Adviser ยท Main Beach, QLD

Registered

Registration Number

001271553

Registration Status

Registered

Location

Main Beach, QLD 4217

Providing Advice Since

2018

Registration Date

29/01/2020

Financial Services Licensee

PGW FINANCIAL SERVICES PTY LTD

Licence #000384713

๐Ÿ“š 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

โ„น๏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.