ZACHARY JOHN MORDEN-JONES

Financial Adviser ยท Wagga Wagga, NSW

Registered

Registration Number

001247412

Registration Status

Registered

Location

Wagga Wagga, NSW 2650

Providing Advice Since

2016

Registration Date

28/05/2019

Financial Services Licensee

MERITUM FINANCIAL GROUP PTY LTD

Licence #000245569

๐Ÿ“š Qualifications & Training

2015 - Bachelor Finance (Banking and Financial Planning) - Bachelor Degree (AQF 7) - University of Canberra
2018 - Advanced Diploma of Financial Planning FNS60415 - Advanced Diploma (AQF 6) - Mentor Education Group
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

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.