Financial Adviser
· DROUIN, VIC
Jason Croft
No disciplinary history on record with ASIC
DROUIN,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000473
About Jason Croft
Jason Croft is a financial adviser based in Drouin, Victoria, with 12 years of experience in the financial services industry since 2014. Jason is currently authorised under First Financial. 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 Business and Commerce from Monash University. Jason is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Planning
Mentor Education
2015
Advanced Diploma of Financial Planning
Kaplan
2020
Bachelor of Business and Commerce
Monash University
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2020
FPC002B Ethics and Professionalism in Financial Planning
Ethics - Kaplan
2021
FPC007B Client Engagement Skill
Behavioural Finance - Kaplan