Financial Adviser
· INVERELL, NSW
Jason Birch
No disciplinary history on record with ASIC
INVERELL,
NSW
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001834
Jason Birch is a financial adviser based in Inverell, New South Wales, with 18 years of experience in the financial services industry since 2008. Jason is currently authorised under Skybridge Portfolios. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Bachelor of Commerce from University of Western Sydney. Jason is a member of The Institute of Chartered Accountants.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce
University of Western Sydney
1997
Chartered Accountants Program
The Institute of Chartered Accountants
2002
Diploma of Financial Services
Finsia
2014
MARGIN LENDING
KAPLAN
2014
SELF MANAGED SUPER FUND ACCREDITED
KAPLAN
Registration History
Source: ASIC Financial Advisers Register