Anthony Gerard Jones
Financial Adviser in Gordon Park, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000253151
- Location
- Gordon Park QLD 4031
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 26 September 2013
- First provided advice
- 1994
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute Of Technology (2006); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Diploma of Financial Planning, Pinnacle Financial Services Academy Pty Ltd (2013); Self Managed Superannuation Funds, Pinnacle Financial Services Academy Pty Ltd (2013); Certificate IV in Finance and Mortgage Broking, AAMC Training Group (2018)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony Gerard Jones
Anthony Gerard Jones is a financial adviser in Gordon Park, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000253151.
The licensee Anthony advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 26 September 2013.
The register records 1994 as the year Anthony first provided financial advice. Qualifications and training on file include Bachelor of Business (Financial Planning) (Royal Melbourne Institute Of Technology, 2006), Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2011) and Diploma of Financial Planning (Pinnacle Financial Services Academy Pty Ltd, 2013).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Anthony Gerard Jones a registered financial adviser?
Yes. Anthony Gerard Jones is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000253151.
Which licensee does Anthony Gerard Jones work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Anthony Gerard Jones give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."