Jonathan Schafer
Financial Adviser in Maryville, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002351
- Location
- Maryville NSW 2293
- Licensee
- Beryllium Advisers Pty Ltd (AFSL 528250)
- Authorised since
- 2 July 2025
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce, The University of Newcastle (2007); Bachelor of Economics, The University of Newcastle (2007); Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Self Managed Superannuation Funds, Kaplan Professional Education (2013); Advanced Diploma of Financial Planning, Kaplan Professional Education (2014); 5 unit CFP Certification Program, Financial Planning Association of Australia Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019); Accredited Listed Product Adviser Program, Kaplan Professional (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Schafer
Jonathan Schafer is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Maryville, New South Wales (adviser number 001002351).
The licensee Jonathan advises under is Beryllium Advisers Pty Ltd (AFS licence 528250). That authorisation dates from 2 July 2025.
According to the register, Jonathan first provided financial advice in 2009. The qualifications listed for Jonathan include Bachelor of Commerce (The University of Newcastle, 2007), Bachelor of Economics (The University of Newcastle, 2007) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010). Jonathan is recorded as a member of 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 Schafer a registered financial adviser?
Yes. Jonathan Schafer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002351.
Which licensee does Jonathan Schafer work under?
Beryllium Advisers Pty Ltd, Australian financial services licence 528250.
What can Jonathan Schafer 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.