Jason Croft
Financial Adviser in Drouin, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000473
- Location
- Drouin VIC 3818
- Licensee
- First Financial Pty Ltd (AFSL 481098)
- Authorised since
- 15 April 2020
- First provided advice
- 2014
- Qualifications
- Diploma of Financial Planning, Mentor Education (2014); Advanced Diploma of Financial Planning, Kaplan (2015); Bachelor of Business and Commerce, Monash University (2020); FPC001B Economic and Legal Context for Financial Planning, Kaplan (2020); FPC002B Ethics and Professionalism in Financial Planning, Kaplan (2020); FPC007B Client Engagement Skill, Kaplan (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Croft
Jason Croft is a financial adviser in Drouin, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001000473.
Advice is given under the Australian financial services licence of First Financial Pty Ltd, licence number 481098. The current authorisation started on 15 April 2020.
According to the register, Jason first provided financial advice in 2014. Qualifications and training on file include Diploma of Financial Planning (Mentor Education, 2014), Advanced Diploma of Financial Planning (Kaplan, 2015) and Bachelor of Business and Commerce (Monash University, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jason Croft a registered financial adviser?
Yes. Jason Croft is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000473.
Which licensee does Jason Croft work under?
First Financial Pty Ltd, Australian financial services licence 481098.
What can Jason Croft 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.