Danielle Brooke Jones
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002674
- Location
- Adelaide SA 5000
- Licensee
- William Buck Wealth Advisors (SA) Pty Ltd (AFSL 230637)
- Authorised since
- 12 April 2021
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (Commercial Law), University of South Australia (2011); Advanced Diploma of Financial Planning, Kaplan (2015); Ethics & Professionalism in Financial Advice, Kaplan (2020); Client Engagement Skill, Kaplan (2022); Economic and Legal Context for Financial Planning, Kaplan (2023)
- 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 Danielle Brooke Jones
Danielle Brooke Jones is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001002674.
Advice is given under the Australian financial services licence of William Buck Wealth Advisors (SA) Pty Ltd, licence number 230637. That authorisation dates from 12 April 2021.
The register records 2014 as the year Danielle first provided financial advice. Qualifications and training on file include Bachelor of Business (Commercial Law) (University of South Australia, 2011), Advanced Diploma of Financial Planning (Kaplan, 2015) and Ethics & Professionalism in Financial Advice (Kaplan, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Danielle Brooke Jones a registered financial adviser?
Yes. Danielle Brooke Jones is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002674.
Which licensee does Danielle Brooke Jones work under?
William Buck Wealth Advisors (SA) Pty Ltd, Australian financial services licence 230637.
What can Danielle Brooke 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.