Jason Spears
Financial Adviser in Mornington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000259600
- Location
- Mornington VIC 3931
- Licensee
- Peninsula Wealth & Financial Services Pty Ltd (AFSL 537043)
- Authorised since
- 27 February 2023
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); FPC001B Economic & Legal Context for Financial Planning, Kaplan Professional (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2022); FPC007B Client Engagement Skills, Kaplan Professional (2022); Graduate Diploma of Financial Planning, Kaplan Professional (2022); Master of Financial Planning, Kaplan Professional (2024)
- Memberships
- CFP - Certified Financial Planner (FPA); FBAA - Finance Brokers Association of Australia; Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Spears
Jason Spears is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mornington, Victoria (adviser number 000259600).
The licensee Jason advises under is Peninsula Wealth & Financial Services Pty Ltd (AFS licence 537043). That authorisation dates from 27 February 2023.
According to the register, Jason first provided financial advice in 2000. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002), FPC001B Economic & Legal Context for Financial Planning (Kaplan Professional, 2021) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Professional, 2022). Professional memberships recorded: CFP – Certified Financial Planner (FPA), FBAA – Finance Brokers Association of Australia and Financial Advice Association of Australia (FAAA).
Jason is authorised to advise 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 Spears a registered financial adviser?
Yes. Jason Spears is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000259600.
Which licensee does Jason Spears work under?
Peninsula Wealth & Financial Services Pty Ltd, Australian financial services licence 537043.
What can Jason Spears give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending.