Financial Adviser
· BATHURST, NSW
Jason Rapley
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003252
Jason Rapley is a financial adviser based in Bathurst, New South Wales, with 19 years of experience in the financial services industry. Jason is currently authorised under Paragem Pty Limited. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Finance) from Charles Sturt University. Jason is a member of Finance Brokers Association of Australia (FBAA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Business (Finance)
Charles Sturt University
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Self-Managed Superannuation Funds
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2018
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2018
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2019
Accredited Aged Care Professional
Aged Care Steps
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Accredited Listed Product Adviser (ALPA)
Kaplan Professional
Registration History
STEP UP FINANCIAL GROUP PTY. LTD.
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register