Financial Adviser
· WEST LEEDERVILLE, WA
Jason Robert Barbetti
No disciplinary history on record with ASIC
WEST LEEDERVILLE,
WA
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001244309
About Jason Robert Barbetti
Jason Robert Barbetti is a financial adviser based in West Leederville, Western Australia, with 10 years of experience in the financial services industry since 2016. Jason is currently authorised under Personal Financial Services. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Bachelor of Commerce (Accounting) from Curtin University. Jason is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Commerce (Accounting)
Curtin University
1999
Chartered Accountant Program (CA)
Institute of Chartered Accountants in Australia (ICAA)
2015
SMSF Course
University of New South Wales
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2024
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
Registration History
THE SMSF EXPERT PTY LTD
Provide Class of Product Advice in relation to Superannuation only, restricted to establishment of Self Managed Superannuation Funds and clients' existing superannuation and Self Managed Superannuation, contributions, and pension payments.
THE SMSF EXPERT PTY LTD
Source: ASIC Financial Advisers Register