Daniel Graham Jones
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004344
- Location
- Melbourne VIC 3004
- Licensee
- Townsend Cobain Pty Ltd (AFSL 487618)
- Authorised since
- 18 July 2022
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce (Finance & Economics), University of Wollongong (2006); Bachelor of Commerce (Finance and Economics), University of Woolongong (2006); Diploma of Financial Planning, Kaplan Professional (2013); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Certified Financial Planner, Financial Planning Association of Australia (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Daniel Graham Jones
Daniel Graham Jones is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001004344).
Advice is given under the Australian financial services licence of Townsend Cobain Pty Ltd, licence number 487618. That authorisation dates from 18 July 2022.
According to the register, Daniel first provided financial advice in 2014. Qualifications and training on file include Bachelor of Commerce (Finance & Economics) (University of Wollongong, 2006), Bachelor of Commerce (Finance and Economics) (University of Woolongong, 2006) and Diploma of Financial Planning (Kaplan Professional, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Daniel is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Daniel Graham Jones a registered financial adviser?
Yes. Daniel Graham Jones is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004344.
Which licensee does Daniel Graham Jones work under?
Townsend Cobain Pty Ltd, Australian financial services licence 487618.
What can Daniel Graham 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.