Financial Adviser
· SURRY HILLS, NSW
Jerome George Alam
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000417142
Jerome George Alam is a financial adviser based in Surry Hills, New South Wales, with 14 years of experience in the financial services industry. Jerome is currently authorised under Count Financial Limited. Jerome 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 Commerce (Financial Planning) from University of Wollongong. Jerome 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
2011
Bachelor of Commerce (Financial Planning)
University of Wollongong
2012
Margin Lending and Geared Investments
Kaplan Professional
2020
Accredited Aged Care Professional
Aged Care Steps
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education