Financial Adviser · MOUNT GAMBIER, SA

Jason Flavel

21 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000405953

Jason Flavel is a financial adviser based in Mount Gambier, South Australia, with 21 years of experience in the financial services industry since 2005. Jason is currently authorised under Capstone Financial Planning, operating through Marion J. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Advanced Diploma of Financial Planning from Kaplan Professional 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 Margin Lending

Restrictions: This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

AMP Financial Services

2011

Certificate IV in Financial Services (Finance/Mortgage Broking)

Kaplan Professional

2012

Diploma of Financial Services (Finance/Mortgage Broking Management)

Kaplan Professional Education

2014

Advanced Diploma of Financial Planning

Kaplan Professional Education

2022

Accredited Listed Product Adviser Program

Kaplan Financial

Registration History

Capstone Financial Planning Pty Ltd

Dec 2021 - Present Current

This authorised representative is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Consultum Financial Advisers Pty Ltd

Jun 2021 - Dec 2021 Ceased

GWM ADVISER SERVICES PTY LTD

Jun 2011 - May 2021 Ceased

Akumin Financial Planning Pty Limited

Apr 2005 - Jul 2008 Ceased

Source: ASIC Financial Advisers Register