Jonathan Pohl
Financial Adviser in Norwest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000462076
- Location
- Norwest NSW 2153
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 3 December 2024
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce, Rhodes University (South Africa) (2008); Postgraduate Diploma in Financial Planning, University of the Free State (South Africa) (2010); Diploma of Financial Planning, Pinnacle Financial Services Academy (2014); Certified Financial Planner (CFP) Education Program, FPA Australia (2016); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2019); Commercial Law Course, Kaplan Professional (2025)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Pohl
Jonathan Pohl is a financial adviser in Norwest, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000462076.
Jonathan provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 3 December 2024.
According to the register, Jonathan first provided financial advice in 2014. Qualifications and training on file include Bachelor of Commerce (Rhodes University (South Africa), 2008), Postgraduate Diploma in Financial Planning (University of the Free State (South Africa), 2010) and Diploma of Financial Planning (Pinnacle Financial Services Academy, 2014). Professional memberships recorded: Certified Financial Planner (CFP) of FAAA.
Jonathan is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.”
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Questions people ask
Is Jonathan Pohl a registered financial adviser?
Yes. Jonathan Pohl is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000462076.
Which licensee does Jonathan Pohl work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Jonathan Pohl give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF."