Jon Stuart Fletcher
Financial Adviser in Dubbo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001241063
- Location
- Dubbo NSW 2830
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 15 April 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, The University of Wollongong (1985); Certified Practising Accountant, The Australian Society of Certified Practising Accountants (1990); Diploma of Financial Planning, Mentor Education (2015); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2015); Superannuation and Retirement Advice (FPC003), Kaplan Professional (2021); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2022)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Financial product advice restricted as per Notice of Authorisation and Approved Product List issued
- Tax (financial) advice
- Yes
- Register status
- Current
About Jon Stuart Fletcher
Jon Stuart Fletcher is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Dubbo, New South Wales (adviser number 001241063).
The licensee Jon advises under is Politis Investment Strategies Pty Ltd (AFS licence 253125). That authorisation dates from 15 April 2016.
According to the register, Jon first provided financial advice in 2016. The qualifications listed for Jon include Bachelor of Commerce (The University of Wollongong, 1985), Certified Practising Accountant (The Australian Society of Certified Practising Accountants, 1990) and Diploma of Financial Planning (Mentor Education, 2015). Jon is recorded as a member of CPA Australia (CPA).
Jon is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products 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: “Financial product advice restricted as per Notice of Authorisation and Approved Product List issued.”
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Questions people ask
Is Jon Stuart Fletcher a registered financial adviser?
Yes. Jon Stuart Fletcher is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001241063.
Which licensee does Jon Stuart Fletcher work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Jon Stuart Fletcher give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation and Approved Product List issued."