WILLIAM JOHN JONES
Financial Adviser · Mt. Waverley, VIC
📚 Qualifications & Training
2002 - Foundation Diploma of Financial Planning - - Financial Planning Association of Australia (FPA)
2003 - Diploma of Financial Services (Financial Planning) - - Integratec (Australia) Pty Ltd
2009 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
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.