Jason Rodney Gordon
Financial Adviser in Toowong, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000448583
- Location
- Toowong QLD 4066
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 7 July 2015
- First provided advice
- 2013
- Qualifications
- Bachelor of Business (Accounting), Southern Cross University (2000); Certified Practising Accountant (CPA), CPA Australia (2012); Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jason Rodney Gordon
On the Financial Advisers Register kept by ASIC, Jason Rodney Gordon appears as a current financial adviser in Toowong, Queensland, adviser number 000448583.
Jason provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 7 July 2015.
According to the register, Jason first provided financial advice in 2013. Qualifications and training on file include Bachelor of Business (Accounting) (Southern Cross University, 2000), Certified Practising Accountant (CPA) (CPA Australia, 2012) and Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2013).
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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Jason Rodney Gordon a registered financial adviser?
Yes. Jason Rodney Gordon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000448583.
Which licensee does Jason Rodney Gordon work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Jason Rodney Gordon 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."