Jonathan Melloy
Financial Adviser in Ashgrove, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001260534
- Location
- Ashgrove QLD 4060
- Licensee
- Melloy Independent Wealth Services Pty Ltd (AFSL 558799)
- Authorised since
- 22 July 2024
- First provided advice
- 2017
- Qualifications
- Bachelor of Business (Economics), Queensland University of Technology (2011); Diploma of Financial Planning, Kaplan Professional (2013); Advanced Diploma of Financial Planning, Kaplan Professional (2014); CFP Certification Program, Financial Planning Assn of Australia (2019); Ethics & Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Certified Independent Financial Advisers Assn; Profession of Independent Financial Advisers (PIFA)
- 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 Melloy
Jonathan Melloy is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ashgrove, Queensland (adviser number 001260534).
Advice is given under the Australian financial services licence of Melloy Independent Wealth Services Pty Ltd, licence number 558799. The current authorisation started on 22 July 2024.
The register records 2017 as the year Jonathan first provided financial advice. Qualifications and training on file include Bachelor of Business (Economics) (Queensland University of Technology, 2011), Diploma of Financial Planning (Kaplan Professional, 2013) and Advanced Diploma of Financial Planning (Kaplan Professional, 2014). Professional memberships recorded: Certified Independent Financial Advisers Assn and Profession of Independent Financial Advisers (PIFA).
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 Melloy a registered financial adviser?
Yes. Jonathan Melloy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001260534.
Which licensee does Jonathan Melloy work under?
Melloy Independent Wealth Services Pty Ltd, Australian financial services licence 558799.
What can Jonathan Melloy 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.