Financial Adviser
· ST LEONARDS, NSW
Jason Abrahams
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000278242
Jason Abrahams is a financial adviser based in St Leonards, New South Wales, with 26 years of experience in the financial services industry. Jason is currently authorised under Count Financial 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 CFP Certification 1-4 Program from Financial Planning Association of Australia (FPA). Jason is a member of 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
1997
Bachelor of Business (Accounting)
niversity of Technology Sydney
2000
Graduate Diploma in Applied Finance and Investment
Securities Institute
2003
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2003
CFP Certification 1-4 Program
Financial Planning Association of Australia (FPA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education