Jonathan Mark Robert Swanton
Financial Adviser in Malvern, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000323432
- Location
- Malvern VIC 3144
- Licensee
- 72 Financial Pty Ltd (AFSL 286912)
- Authorised since
- 13 March 2024
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Accounting & Finance), Swinburne University (2003); Chartered Accountant, Institute of Chartered Accountants in Australia (ICCA) (2006); Graduate Diploma in Chartered Accounting, Institute of Chartered Accountants in Australia (ICCA) (2006); Diploma of Financial Services (Financial Planning), Institute of Chartered Accountants in Australia (ICCA) (2008); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2009)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); 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 Mark Robert Swanton
Jonathan Mark Robert Swanton is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Malvern, Victoria (adviser number 000323432).
Advice is given under the Australian financial services licence of 72 Financial Pty Ltd, licence number 286912. That authorisation dates from 13 March 2024.
According to the register, Jonathan first provided financial advice in 2003. Qualifications and training on file include Bachelor of Business (Accounting & Finance) (Swinburne University, 2003), Chartered Accountant (Institute of Chartered Accountants in Australia (ICCA), 2006) and Graduate Diploma in Chartered Accounting (Institute of Chartered Accountants in Australia (ICCA), 2006). Jonathan is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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.
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Questions people ask
Is Jonathan Mark Robert Swanton a registered financial adviser?
Yes. Jonathan Mark Robert Swanton is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000323432.
Which licensee does Jonathan Mark Robert Swanton work under?
72 Financial Pty Ltd, Australian financial services licence 286912.
What can Jonathan Mark Robert Swanton 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.