Financial Adviser
· CANTERBURY, VIC
Jarrod Lee Ferrier
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001295163
Jarrod Lee Ferrier is a financial adviser based in Canterbury, Victoria, with 3 years of experience in the financial services industry since 2023. Jarrod is currently authorised under Lifespan Financial Planning Pty Ltd, operating through Lifespan Financial Planning. Jarrod holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jarrod's qualifications include a Bachelor of Accounting from La Trobe University.
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
2015
Certificate lll in Financial Services
CBA
2016
Bachelor of Accounting
La Trobe University
2016
Bachelor of Finance
La Trobe University
2018
Diploma of Financial Planning
Mentor
2021
Graduate Diploma of Financial Planning
Kaplan
2026
SMSF Regulations and Taxation
Kaplan