Financial Adviser · MORNINGTON, VIC

Jason Spears

26 Years experience

Tax advice
authorised

Currently at

Peninsula Wealth & Financial Services Pty Ltd

Mornington, VIC

View firm profile

ASIC Registered · ADV 000259600

Jason Spears is a financial adviser based in Mornington, Victoria, with 26 years of experience in the financial services industry. Jason is currently authorised under Peninsula Wealth & Financial 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 Master of Financial Planning from Kaplan Professional. Jason is a member of CFP - Certified Financial Planner (FPA), FBAA - Finance Brokers Association of Australia and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2021

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2022

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Professional

2022

Graduate Diploma of Financial Planning

Kaplan Professional

2024

Master of Financial Planning

Kaplan Professional

Registration History

Peninsula Wealth & Financial Services Pty Ltd

Feb 2023 - Present Current

Akumin Financial Planning Pty Limited

Feb 2004 - Feb 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register