Jason Ingold
Financial Adviser in Hamilton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000253552
- Location
- Hamilton NSW 2303
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 19 October 2018
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, Macquarie University (2000); Diploma of Financial Planning (DFP1-8), Financial Planning Association Australian (2004); Self Managed Superannuation Funds, Kaplan (2005); Margin Lending and Geared Investments, Kaplan (2012); Accredited Listed Product Adviser Program, Kaplan (2017); Diploma of Financial Planning, Kaplan (2017); FPC002B, Kaplan Higher Education (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 Ingold
Jason Ingold is a financial adviser in Hamilton, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000253552.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The current authorisation started on 19 October 2018.
The register records 2007 as the year Jason first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Macquarie University, 2000), Diploma of Financial Planning (DFP1-8) (Financial Planning Association Australian, 2004) and Self Managed Superannuation Funds (Kaplan, 2005). Jason is recorded as a member of 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 Jason Ingold a registered financial adviser?
Yes. Jason Ingold is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000253552.
Which licensee does Jason Ingold work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Jason Ingold 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.