Financial Adviser
· WENDOUREE, VIC
Jason Barnett
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001300982
Jason Barnett is a financial adviser based in Wendouree, Victoria, with 3 years of experience in the financial services industry. Jason is currently authorised under M Group Financial Planning 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.
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
2021
Graduate Diploma of Financial Planning
Kaplan
2022
Graduate Certificate of Financial Planning
Kaplan
2023
FPE200 SMSF Regulations and Taxation
Kaplan