Jason Galea
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263937
- Location
- Melbourne VIC 3000
- Licensee
- Consultum Financial Advisers Pty Ltd (AFSL 230323)
- Authorised since
- 22 June 2021
- First provided advice
- 1994
- Qualifications
- Bachelor of Business, Swinburne University (1995); Graduate Diploma of Applied Investment and Finance, Securities Institute Australia (2000); Diploma of Financial Planning, Deakin University (2002); Margin Lending and Geared Investments, Kaplan Professional (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Financial Services Institute of Australasia (FINSIA)
- 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
- Restriction
- Advice on superannuation excludes Self-Managed Superannuation Funds.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Galea
On the Financial Advisers Register kept by ASIC, Jason Galea appears as a current financial adviser in Melbourne, Victoria, adviser number 000263937.
The licensee Jason advises under is Consultum Financial Advisers Pty Ltd (AFS licence 230323). That authorisation dates from 22 June 2021.
According to the register, Jason first provided financial advice in 1994. The qualifications listed for Jason include Bachelor of Business (Swinburne University, 1995), Graduate Diploma of Applied Investment and Finance (Securities Institute Australia, 2000) and Diploma of Financial Planning (Deakin University, 2002). Jason is recorded as a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
Jason is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Advice on superannuation excludes Self-Managed Superannuation Funds.”
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Questions people ask
Is Jason Galea a registered financial adviser?
Yes. Jason Galea is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263937.
Which licensee does Jason Galea work under?
Consultum Financial Advisers Pty Ltd, Australian financial services licence 230323.
What can Jason Galea 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. It also records this restriction: "Advice on superannuation excludes Self-Managed Superannuation Funds."