Jon Belkner
Financial Adviser in Derwent Park, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250673
- Location
- Derwent Park TAS 7009
- Licensee
- Fyg Planners Pty Ltd (AFSL 224543)
- Authorised since
- 6 June 2019
- First provided advice
- 1996
- Qualifications
- Taxation Planning, FPA (2002); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (Historical Tribeca) (2006); Dip FS (FMMB), TAFE (2012); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- Memberships
- Mortgage & Finance Association of Australia
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jon Belkner
On the Financial Advisers Register kept by ASIC, Jon Belkner appears as a current financial adviser in Derwent Park, Tasmania, adviser number 000250673.
The licensee Jon advises under is Fyg Planners Pty Ltd (AFS licence 224543). That authorisation dates from 6 June 2019.
The register records 1996 as the year Jon first provided financial advice. The qualifications listed for Jon include Taxation Planning (FPA, 2002), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited (Historical Tribeca), 2006) and Dip FS (FMMB) (TAFE, 2012). Professional memberships recorded: Mortgage & Finance Association of Australia.
Jon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jon Belkner a registered financial adviser?
Yes. Jon Belkner is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250673.
Which licensee does Jon Belkner work under?
Fyg Planners Pty Ltd, Australian financial services licence 224543.
What can Jon Belkner 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.