WILLIAM JACKSON
Financial Adviser · Kew, VIC
📚 Qualifications & Training
2006 - Bachelor of Science: Business and Management - Bachelor Degree (AQF 7) - Brunel University (United Kingdom)
2011 - Diploma of Financial services (Financial Planning) - Diploma (AQF 5) - Investment Banking Institute
2012 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2013 - RG146 Tier 1 Specialist Margin lending Course - Certificate (AQF 1-4) - International Institute of Technology
2014 - CFP Certification Program - Professional Designations - Financial Planning Association of Australia
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - Economic and Legal context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2024 - Client engagement skills - Bridging Course - Behavioural Finance - Kaplan Professional
🏢 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.