Jason Andrew Reynolds
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000422924
- Location
- Melbourne VIC 3000
- Licensee
- Assetplan Financial Services Pty Ltd (AFSL 229613)
- Authorised since
- 2 May 2013
- First provided advice
- 2012
- Qualifications
- Bachelor of Commerce, University of Tasmania (2005); Graduate Diploma of Financial Planning, FINSIA (2008); Certified Financial Planner, FPA (2012); Margin Lending Course, Kaplan (2013); Self Managed Superannuation Fund Specialisation, Kaplan (2013); Ethics and Professionalism in Financial Advice FPC002B, Kaplan (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 Jason Andrew Reynolds
Jason Andrew Reynolds is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000422924).
The licensee Jason advises under is Assetplan Financial Services Pty Ltd (AFS licence 229613). That authorisation dates from 2 May 2013.
The register records 2012 as the year Jason first provided financial advice. The qualifications listed for Jason include Bachelor of Commerce (University of Tasmania, 2005), Graduate Diploma of Financial Planning (FINSIA, 2008) and Certified Financial Planner (FPA, 2012). Jason is recorded as a member of Financial Advice Association of Australia (FAAA).
Jason 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 Jason Andrew Reynolds a registered financial adviser?
Yes. Jason Andrew Reynolds is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000422924.
Which licensee does Jason Andrew Reynolds work under?
Assetplan Financial Services Pty Ltd, Australian financial services licence 229613.
What can Jason Andrew Reynolds 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.