Amanda Jane Jones
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003782
- Location
- Sydney NSW 2000
- Licensee
- Aia Financial Services Pty Limited (AFSL 231109)
- Authorised since
- 1 December 2021
- First provided advice
- 1999
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Client Engagement Skills, Kaplan Professional (2020); Economic and Legal Context for Financial Planning, Kaplan Professional (2020); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Restriction
- Not authorised to provide advice in SMSFs.
- Tax (financial) advice
- Yes
- Register status
- Current
About Amanda Jane Jones
Amanda Jane Jones is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001003782.
The licensee Amanda advises under is Aia Financial Services Pty Limited (AFS licence 231109). The current authorisation started on 1 December 2021.
According to the register, Amanda first provided financial advice in 1999. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011), Client Engagement Skills (Kaplan Professional, 2020) and Economic and Legal Context for Financial Planning (Kaplan Professional, 2020). Amanda is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
Amanda is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice in SMSFs.”
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Questions people ask
Is Amanda Jane Jones a registered financial adviser?
Yes. Amanda Jane Jones is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003782.
Which licensee does Amanda Jane Jones work under?
Aia Financial Services Pty Limited, Australian financial services licence 231109.
What can Amanda Jane Jones give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "Not authorised to provide advice in SMSFs."