Jonathan Leslie Ridsdale
Financial Adviser in Warragul, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003494
- Location
- Warragul VIC 3820
- Licensee
- Millennium 3 Financial Services Pty Ltd (AFSL 244252)
- Authorised since
- 13 March 2019
- First provided advice
- 2001
- Qualifications
- Bachelor of Business, Monash University (1997); Diploma of Financial Advising, Securities Institute of Australia (2002); 5 unit CFP Certification Program, Financial Advice Association of Australia Limited (2008); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2019); FPC001B Economic and Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2020); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Leslie Ridsdale
Jonathan Leslie Ridsdale is a financial adviser in Warragul, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001003494.
The licensee Jonathan advises under is Millennium 3 Financial Services Pty Ltd (AFS licence 244252). That authorisation dates from 13 March 2019.
According to the register, Jonathan first provided financial advice in 2001. Qualifications and training on file include Bachelor of Business (Monash University, 1997), Diploma of Financial Advising (Securities Institute of Australia, 2002) and 5 unit CFP Certification Program (Financial Advice Association of Australia Limited, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide SMSF advice.”
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Questions people ask
Is Jonathan Leslie Ridsdale a registered financial adviser?
Yes. Jonathan Leslie Ridsdale is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003494.
Which licensee does Jonathan Leslie Ridsdale work under?
Millennium 3 Financial Services Pty Ltd, Australian financial services licence 244252.
What can Jonathan Leslie Ridsdale give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide SMSF advice."