Jill Gordon
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000388828
- Location
- Melbourne VIC 3000
- Licensee
- Togethr Financial Planning Pty Ltd (AFSL 455010)
- Authorised since
- 23 October 2023
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Accountancy), Royal Melbourne Institute of Technology (1995); Diploma of Financial Planning, Financial Planning Association of Australia Limited (1998); Certified Financial Planner, Financial Planning Association of Australia Limited (2003); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2010); Accredited Listed Product Program, Kaplan Education Pty Ltd (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, life risk insurance, deposit and payment products
- Restriction
- Limited to providing advice on Equip Super and its divisions superannuation products
- Tax (financial) advice
- Yes
- Register status
- Current
About Jill Gordon
On the Financial Advisers Register kept by ASIC, Jill Gordon appears as a current financial adviser in Melbourne, Victoria, adviser number 000388828.
Advice is given under the Australian financial services licence of Togethr Financial Planning Pty Ltd, licence number 455010. That authorisation dates from 23 October 2023.
According to the register, Jill first provided financial advice in 2010. The qualifications listed for Jill include Bachelor of Business (Accountancy) (Royal Melbourne Institute of Technology, 1995), Diploma of Financial Planning (Financial Planning Association of Australia Limited, 1998) and Certified Financial Planner (Financial Planning Association of Australia Limited, 2003). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Jill is authorised to advise on superannuation, life risk insurance and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Limited to providing advice on Equip Super and its divisions superannuation products.”
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Questions people ask
Is Jill Gordon a registered financial adviser?
Yes. Jill Gordon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000388828.
Which licensee does Jill Gordon work under?
Togethr Financial Planning Pty Ltd, Australian financial services licence 455010.
What can Jill Gordon give advice on?
The register lists these advice areas: superannuation; life risk insurance; deposit and payment products. It also records this restriction: "Limited to providing advice on Equip Super and its divisions superannuation products."