Jonathan Richard Mulconry
Financial Adviser in Coogee, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003869
- Location
- Coogee NSW 2034
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 14 December 2019
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Taxation Planning, Kaplan Professional (2008); Margin Lending & Geared Investments, Kaplan Professional (2011); Master of Applied Finance, Kaplan Professional (2013); Certified Financial Planner Program, Financial Planning Association of Australia (FPA) (2016)
- Memberships
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Richard Mulconry
Jonathan Richard Mulconry is a financial adviser in Coogee, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001003869.
The licensee Jonathan advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 14 December 2019.
According to the register, Jonathan first provided financial advice in 2008. The qualifications listed for Jonathan include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008), Taxation Planning (Kaplan Professional, 2008) and Margin Lending & Geared Investments (Kaplan Professional, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is Jonathan Richard Mulconry a registered financial adviser?
Yes. Jonathan Richard Mulconry is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003869.
Which licensee does Jonathan Richard Mulconry work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Jonathan Richard Mulconry 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."