Jonathan Leigh Dunne
Financial Adviser in Newcastle, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260905
- Location
- Newcastle NSW 2300
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 18 September 2019
- First provided advice
- 2004
- Qualifications
- Certified Financial Planner, Financial Planning Association of Australia (2004); Diploma of Financial Planning, Financial Planning Association of Australia (2004); ASX Accredited Listed Product Adviser, Kaplan Professional (2009); Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2012); Graduate Diploma of Financial Planning, Kaplan Professional (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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 Leigh Dunne
On the Financial Advisers Register kept by ASIC, Jonathan Leigh Dunne appears as a current financial adviser in Newcastle, New South Wales, adviser number 000260905.
Jonathan provides advice as an authorised representative of Advice Evolution Pty Ltd, which holds Australian financial services licence 342880. That authorisation dates from 18 September 2019.
The register records 2004 as the year Jonathan first provided financial advice. Qualifications and training on file include Certified Financial Planner (Financial Planning Association of Australia, 2004), Diploma of Financial Planning (Financial Planning Association of Australia, 2004) and ASX Accredited Listed Product Adviser (Kaplan Professional, 2009). Jonathan is recorded as a member of 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 9 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 Leigh Dunne a registered financial adviser?
Yes. Jonathan Leigh Dunne is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260905.
Which licensee does Jonathan Leigh Dunne work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Jonathan Leigh Dunne 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.