Financial Adviser · ORANGE, NSW

Jason Barrie Vials

ORANGE, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000232473

Currently at

Moneylink Financial Planning

Orange, NSW (firm address)

View firm profile

Jason Barrie Vials is a financial adviser based in Orange, New South Wales, with 22 years of experience in the financial services industry since 2004. Jason is currently authorised under Moneylink Financial Planning, operating through Moneylink Financial Planning Pty. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Bachelor of Economics from University of Sydney. Jason is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).

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

1987

Bachelor of Economics

University of Sydney

2002

Certificate IV in Financial Planning

Integratec (Australia) Pty Ltd

2013

Diploma of Financial Planning

Pinnacle Financial Services Academy Pty Ltd

Registration History

Moneylink Financial Planning Pty. Limited

Oct 2022 - Present Current

Akumin Financial Planning Pty Limited

Jul 2013 - Feb 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Findex Advice Services Pty Ltd

Aug 2007 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register