Jonathan James Morrow
Financial Adviser in Toowong, Queensland, Australia
Review Jonathan James Morrow
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 number000246804
- Location
- Toowong QLD 4066
- Licensee
- P3 Financial Planning Pty Ltd (AFSL 464628)
- Authorised since
- 1 November 2014
- First provided advice
- 2003
- Qualifications
- Bachelor of Business, Queensland University of Technology (2000); Advanced Diploma of Financial Planning, Mentor Education (2003); MFAA Accredited Mortgage Consultant, MFAA (2003); Self Managed Fund Accrediation, Kapaln (2003)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan James Morrow
Jonathan James Morrow is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toowong, Queensland (adviser number 000246804).
The licensee Jonathan advises under is P3 Financial Planning Pty Ltd (AFS licence 464628). The current authorisation started on 1 November 2014.
The register records 2003 as the year Jonathan first provided financial advice. The qualifications listed for Jonathan include Bachelor of Business (Queensland University of Technology, 2000), Advanced Diploma of Financial Planning (Mentor Education, 2003) and MFAA Accredited Mortgage Consultant (MFAA, 2003). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Jonathan is authorised to advise 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.
Reviews
Nobody has reviewed Jonathan James Morrow here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jonathan James Morrow a registered financial adviser?
Yes. Jonathan James Morrow is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000246804.
Which licensee does Jonathan James Morrow work under?
P3 Financial Planning Pty Ltd, Australian financial services licence 464628.
What can Jonathan James Morrow 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.