Jonathan Philpot
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000260715
- Location
- Sydney NSW 2000
- Licensee
- HLB Mann Judd Wealth Management (NSW) Pty Limited (AFSL 526052)
- Authorised since
- 22 January 2021
- First provided advice
- 2002
- Qualifications
- Bachelor of Commerce, University of New South Wales (1998); Chartered Accountant, Institute of Chartered Accountants in Australia (2000); Certified Financial Planner, Financial Planning Association of Australia (2003); Diploma of Financial Planning, Financial Planning Association of Australia (2003); Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Philpot
Jonathan Philpot is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000260715).
Jonathan provides advice as an authorised representative of HLB Mann Judd Wealth Management (NSW) Pty Limited, which holds Australian financial services licence 526052. The current authorisation started on 22 January 2021.
According to the register, Jonathan first provided financial advice in 2002. Qualifications and training on file include Bachelor of Commerce (University of New South Wales, 1998), Chartered Accountant (Institute of Chartered Accountants in Australia, 2000) and Certified Financial Planner (Financial Planning Association of Australia, 2003). 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 8 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 Philpot a registered financial adviser?
Yes. Jonathan Philpot is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000260715.
Which licensee does Jonathan Philpot work under?
HLB Mann Judd Wealth Management (NSW) Pty Limited, Australian financial services licence 526052.
What can Jonathan Philpot 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.