Financial Adviser
· MELBOURNE, VIC
Jason Michael Calleja
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000436848
Jason Michael Calleja is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry. Jason is currently authorised under Fmd Advisory Services 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 Certified Financial Planner from Financial Planning Association of Australia. 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
2007
Bachelor of Commerce
La Trobe University
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2014
Self Managed Superannuation Funds
Kaplan
2016
Certified Financial Planner
Financial Planning Association of Australia
2017
Margin Lending Adviser (Personal Advice)
Mentor Education
2020
Ethics & Professional Standards for Financial Advisers
Ethics - TAFE NSW
Registration History
Source: ASIC Financial Advisers Register