Financial Adviser
· WARNERS BAY, NSW
Jason Andrew Barr
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002771
Jason Andrew Barr is a financial adviser based in Warners Bay, New South Wales, with 18 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. 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
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Tribeca
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
2023
Introduction to Self-Managed Superannuation Funds
Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register