Jonathan Bruce Sherlock
Financial Adviser in North Sydney, New South Wales, Australia
Review Jonathan Bruce Sherlock
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000235720
- Location
- North Sydney NSW 2060
- Licensee
- Harvest Financial Group Pty Limited (AFSL 284909)
- Authorised since
- 3 February 2025
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce (Finance & Real Estate), Bond University (1994); Bachelor of Law (Mergers & Acquisitions, Insolvency), Bond University (1994); Diploma of Finance and Advanced Finance, Kaplan (2006)
- Memberships
- Law Society of NSW
- 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 Bruce Sherlock
Jonathan Bruce Sherlock is a financial adviser in North Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000235720.
Advice is given under the Australian financial services licence of Harvest Financial Group Pty Limited, licence number 284909. The current authorisation started on 3 February 2025.
According to the register, Jonathan first provided financial advice in 1998. Qualifications and training on file include Bachelor of Commerce (Finance & Real Estate) (Bond University, 1994), Bachelor of Law (Mergers & Acquisitions, Insolvency) (Bond University, 1994) and Diploma of Finance and Advanced Finance (Kaplan, 2006). Professional memberships recorded: Law Society of NSW.
Jonathan 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.
Reviews
Nobody has reviewed Jonathan Bruce Sherlock here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jonathan Bruce Sherlock a registered financial adviser?
Yes. Jonathan Bruce Sherlock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235720.
Which licensee does Jonathan Bruce Sherlock work under?
Harvest Financial Group Pty Limited, Australian financial services licence 284909.
What can Jonathan Bruce Sherlock 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.