Financial Adviser
· WAYVILLE, SA
Jason Dix
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000407108
Jason Dix is a financial adviser based in Wayville, South Australia, with 15 years of experience in the financial services industry. Jason is currently authorised under Carrington Financial Holdings Pty Ltd. 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. 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
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business (Finance)
University of South Australia
2011
Diploma of Financial Planning
International Institute of Technology
2012
ASX Accredited Listed Products Adviser
Kaplan Professional Education
2016
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education