Jonathan Elliot
Financial Adviser in Hobart, Tasmania, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239748
- Location
- Hobart TAS 7000
- Licensee
- Sba Advice Pty Ltd (AFSL 488301)
- Authorised since
- 8 November 2016
- First provided advice
- 1999
- Qualifications
- Bachelor of Commerce, University of Tasmania (1998); Diploma of Financial Planning, Financial Planning Association of Australia (2001); Certified Financial Planner, Financial Planning Association of Australia (2002); FPC002B, Kaplan Professional (2019)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Elliot
Jonathan Elliot is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Hobart, Tasmania (adviser number 000239748).
The licensee Jonathan advises under is Sba Advice Pty Ltd (AFS licence 488301). The current authorisation started on 8 November 2016.
The register records 1999 as the year Jonathan first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Tasmania, 1998), Diploma of Financial Planning (Financial Planning Association of Australia, 2001) and Certified Financial Planner (Financial Planning Association of Australia, 2002). 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 10 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 Elliot a registered financial adviser?
Yes. Jonathan Elliot is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239748.
Which licensee does Jonathan Elliot work under?
Sba Advice Pty Ltd, Australian financial services licence 488301.
What can Jonathan Elliot 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; derivatives.