Jonathan Winfield
Financial Adviser in Sutherland, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006320
- Location
- Sutherland NSW 2232
- Licensee
- Spark Advisors Australia Pty Ltd (AFSL 380552)
- Authorised since
- 1 November 2024
- First provided advice
- 2013
- Qualifications
- Bachelor of Arts, The University of Sydney (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Certified Financial Planner, Financial Advice Association Australia (2016); Ethics & Professionalism in Financial Advice, Kaplan Professional (2020); Master of Business Administration, University of Technology Sydney (2023); Accredited Aged Care Professional Program, Aged Care Steps (2025); Accredited Listed Product Adviser (ALPA), Kaplan Professional (2025)
- Memberships
- CFP - Certified Financial Planner (FPA); 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 Winfield
Jonathan Winfield is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sutherland, New South Wales (adviser number 001006320).
Advice is given under the Australian financial services licence of Spark Advisors Australia Pty Ltd, licence number 380552. The current authorisation started on 1 November 2024.
The register records 2013 as the year Jonathan first provided financial advice. Qualifications and training on file include Bachelor of Arts (The University of Sydney, 2005), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Certified Financial Planner (Financial Advice Association Australia, 2016). Jonathan is recorded as a member of CFP – Certified Financial Planner (FPA) 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 Winfield a registered financial adviser?
Yes. Jonathan Winfield is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006320.
Which licensee does Jonathan Winfield work under?
Spark Advisors Australia Pty Ltd, Australian financial services licence 380552.
What can Jonathan Winfield 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.