Financial Adviser
· CRAIGIEBURN, VIC
Jason Matthew Pearce
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000469663
Jason Matthew Pearce is a financial adviser based in Craigieburn, Victoria, with 13 years of experience in the financial services industry. Jason is currently authorised under Cobalt Advisers 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Diploma of Financial Services (Financial Planning)
Kaplan
2014
Diploma of Finance and Mortgage Broking Management
AAMC Training Group
2015
Advanced Diploma Financial Planning
Integrity Education Group
2015
Margin Lending Accreditation
Integrity Education Group
2025
FPC007B
Bridging Course - Behavioural Finance - Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional
2025
Superannuation and Retirement Advice
Kaplan Professional
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register