Financial Adviser · WOOLLOONGABBA, QLD

Jason Barry Fleming

23 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000386590

Jason Barry Fleming is a financial adviser based in Woolloongabba, Queensland, with 23 years of experience in the financial services industry. Jason is currently authorised under Charter Financial Planning 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 Bachelor of Business from Central Queensland University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of Business

Central Queensland University

2003

Graduate Diploma of Financial Planning

Securities Institute

2005

Self Managed Superannuation Funds

Tribeca

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2018

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Aug 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Nov 2010 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register