Jason Menzies
Financial Adviser in Wyong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000434186
- Location
- Wyong NSW 2259
- Licensee
- JK Menzies Pty Ltd (AFSL 516311)
- Authorised since
- 7 August 2019
- First provided advice
- 1997
- Qualifications
- Bachelor of Commerce, University of Newcastle (1997); Diploma of Financial Planning, Deakin University (2002); ASX Accredited Listed Product Adviser, Kaplan Professional Education (2013); Certified Financial Planner, Financial Planning Association (2020); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- 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 Menzies
Jason Menzies is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wyong, New South Wales (adviser number 000434186).
Jason provides advice as an authorised representative of JK Menzies Pty Ltd, which holds Australian financial services licence 516311. The current authorisation started on 7 August 2019.
According to the register, Jason first provided financial advice in 1997. The qualifications listed for Jason include Bachelor of Commerce (University of Newcastle, 1997), Diploma of Financial Planning (Deakin University, 2002) and ASX Accredited Listed Product Adviser (Kaplan Professional Education, 2013). 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 Menzies a registered financial adviser?
Yes. Jason Menzies is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000434186.
Which licensee does Jason Menzies work under?
JK Menzies Pty Ltd, Australian financial services licence 516311.
What can Jason Menzies 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.