THOMAS JEFFRIES
Financial Adviser · North Adelaide, SA
📚 Qualifications & Training
2005 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia
2009 - Graduate Diploma of Applied Finance - - FINSIA
2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2017 - 5 unit CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - 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.