Jason Barry Fleming
Financial Adviser in Woolloongabba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000386590
- Location
- Woolloongabba QLD 4102
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 27 August 2012
- First provided advice
- 2003
- Qualifications
- Bachelor of Business, Central Queensland University (1994); Graduate Diploma of Financial Planning, Securities Institute (2003); Self Managed Superannuation Funds, Tribeca (2005); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Barry Fleming
Jason Barry Fleming is a financial adviser in Woolloongabba, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000386590.
The licensee Jason advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 27 August 2012.
The register records 2003 as the year Jason first provided financial advice. The qualifications listed for Jason include Bachelor of Business (Central Queensland University, 1994), Graduate Diploma of Financial Planning (Securities Institute, 2003) and Self Managed Superannuation Funds (Tribeca, 2005).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Jason Barry Fleming a registered financial adviser?
Yes. Jason Barry Fleming is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000386590.
Which licensee does Jason Barry Fleming work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Jason Barry Fleming give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."