Jason Matthew Pearce
Financial Adviser in Craigieburn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000469663
- Location
- Craigieburn VIC 3064
- Licensee
- Cobalt Advisers Pty Ltd (AFSL 512550)
- Authorised since
- 16 May 2025
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan (2010); Diploma of Finance and Mortgage Broking Management, AAMC Training Group (2014); Advanced Diploma Financial Planning, Integrity Education Group (2015); Margin Lending Accreditation, Integrity Education Group (2015); FPC007B, Kaplan Professional (2025); Graduate Diploma of Financial Planning, Kaplan Professional (2025); Superannuation and Retirement Advice, Kaplan Professional (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Matthew Pearce
Jason Matthew Pearce is a financial adviser in Craigieburn, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000469663.
The licensee Jason advises under is Cobalt Advisers Pty Ltd (AFS licence 512550). That authorisation dates from 16 May 2025.
The register records 2013 as the year Jason first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan, 2010), Diploma of Finance and Mortgage Broking Management (AAMC Training Group, 2014) and Advanced Diploma Financial Planning (Integrity Education Group, 2015).
Jason is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 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 Matthew Pearce a registered financial adviser?
Yes. Jason Matthew Pearce is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000469663.
Which licensee does Jason Matthew Pearce work under?
Cobalt Advisers Pty Ltd, Australian financial services licence 512550.
What can Jason Matthew Pearce give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.