Jonathan Sims
Financial Adviser in Braddon, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001256874
- Location
- Braddon ACT 2612
- Licensee
- Nascent Advisory Group Pty Ltd (AFSL 560067)
- Authorised since
- 4 October 2024
- First provided advice
- 2017
- Qualifications
- Margin Lending, Pinnacle Financial Services Academy (2014); Self Manages Superannuation Funds, Pinnacle Financial Services Academy (2014); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan (2024)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Sims
Jonathan Sims is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Braddon, Australian Capital Territory (adviser number 001256874).
Jonathan provides advice as an authorised representative of Nascent Advisory Group Pty Ltd, which holds Australian financial services licence 560067. That authorisation dates from 4 October 2024.
According to the register, Jonathan first provided financial advice in 2017. Qualifications and training on file include Margin Lending (Pinnacle Financial Services Academy, 2014), Self Manages Superannuation Funds (Pinnacle Financial Services Academy, 2014) and Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy, 2017). 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.
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Questions people ask
Is Jonathan Sims a registered financial adviser?
Yes. Jonathan Sims is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001256874.
Which licensee does Jonathan Sims work under?
Nascent Advisory Group Pty Ltd, Australian financial services licence 560067.
What can Jonathan Sims 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.