Financial Adviser
· SYDNEY, NSW
Jamie Brendon Cockerill
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002319
Jamie Brendon Cockerill is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Jamie is currently authorised under Perpetual Trustee Company Limited. Jamie holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Business Management) from Griffith University. Jamie is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Advanced Diploma of Financial Services
Financial Planning Association of Australia
1998
Bachelor of Business (Business Management)
Griffith University
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2023
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register