Jon Bishop
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003150
- Location
- Brisbane City QLD 4000
- Licensee
- Australia and New Zealand Banking Group Limited (AFSL 234527)
- Authorised since
- 24 January 2023
- First provided advice
- 2013
- Qualifications
- Bachelor of Commerce (Economics & Finance), Griffith University (2013); Diploma of Financial Planning, Monarch Institute (2014); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2014); 928 Margin Lending- Knowledge and Skills, Kaplan Higher Education Pty Limited (2015); DFP5v4 Tax for Financial Advising, Kaplan Higher Education Pty Limited (2018); Certified Financial Planner, FPA (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); Graduate Diploma of Applied Finance, Kaplan Higher Education Pty Limited (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
- Restriction
- Securities - Class of product advice only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jon Bishop
On the Financial Advisers Register kept by ASIC, Jon Bishop appears as a current financial adviser in Brisbane City, Queensland, adviser number 001003150.
Jon provides advice as an authorised representative of Australia and New Zealand Banking Group Limited, which holds Australian financial services licence 234527. The current authorisation started on 24 January 2023.
The register records 2013 as the year Jon first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Economics & Finance) (Griffith University, 2013), Diploma of Financial Planning (Monarch Institute, 2014) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2014). Professional memberships recorded: 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.
The register adds a condition to this authorisation: “Securities – Class of product advice only.”
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Questions people ask
Is Jon Bishop a registered financial adviser?
Yes. Jon Bishop is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003150.
Which licensee does Jon Bishop work under?
Australia and New Zealand Banking Group Limited, Australian financial services licence 234527.
What can Jon Bishop 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. It also records this restriction: "Securities - Class of product advice only."