Jonathan Andrew Hosford
Financial Adviser in Bundaberg, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002956
- Location
- Bundaberg QLD 4670
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 21 August 2023
- First provided advice
- 2012
- Qualifications
- Commercial Transactions BFA141, University of Tasmania (2010); Bachelor of Business and Bachelor of Science, University of Tasmania (2012); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2018); Tax for Financial Advising DFP5, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); SuperConcepts & ICFS Specialist SMSF online course, The University of Adelaide (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Andrew Hosford
On the Financial Advisers Register kept by ASIC, Jonathan Andrew Hosford appears as a current financial adviser in Bundaberg, Queensland, adviser number 001002956.
Jonathan provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 21 August 2023.
The register records 2012 as the year Jonathan first provided financial advice. The qualifications listed for Jonathan include Commercial Transactions BFA141 (University of Tasmania, 2010), Bachelor of Business and Bachelor of Science (University of Tasmania, 2012) and Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012). 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 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 Jonathan Andrew Hosford a registered financial adviser?
Yes. Jonathan Andrew Hosford is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002956.
Which licensee does Jonathan Andrew Hosford work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Jonathan Andrew Hosford 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.