Financial Adviser
· SYDNEY, NSW
Jaime Iv Ferrer
No disciplinary history on record with ASIC
38
Years experience
ASIC Registered · ADV 001004527
Jaime Iv Ferrer is a financial adviser based in Sydney, New South Wales, with 38 years of experience in the financial services industry. Jaime is currently authorised under Ord Minnett Limited. Jaime holds authorisations to advise on superannuation, managed investments, securities and deposit products. Their qualifications include a Master of Business Administration from Asian Institute of Management (Philippines). Jaime is a member of Financial Services Institute of Australasia and Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Superannuation
Managed Investments
Securities
Deposit Products
Margin Lending
Qualifications and Training
1970
Bachelor of Commerce
De La Salle University (Philippines)
1977
Master of Business Administration
Asian Institute of Management (Philippines)
1990
Graduate Diploma of Financial Planning
Securities Institute of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan