Jonathon Andrew Halls
Financial Adviser in Baulkham Hills, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000427814
- Location
- Baulkham Hills NSW 2153
- Licensee
- Northhaven Financial Management Pty Limited (AFSL 245627)
- Authorised since
- 10 September 2012
- First provided advice
- 2012
- Qualifications
- Bachelor of Business and Commerce, University of Western Sydney (2008); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); Master of Financial Plannning, Western Sydney University (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Authorised to provide personal financial product advice to retail clients on MDA Services
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathon Andrew Halls
Jonathon Andrew Halls is a financial adviser in Baulkham Hills, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000427814.
Advice is given under the Australian financial services licence of Northhaven Financial Management Pty Limited, licence number 245627. That authorisation dates from 10 September 2012.
The register records 2012 as the year Jonathon first provided financial advice. The qualifications listed for Jonathon include Bachelor of Business and Commerce (University of Western Sydney, 2008), Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012) and Master of Financial Plannning (Western Sydney University, 2017). Jonathon is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Authorised to provide personal financial product advice to retail clients on MDA Services.”
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Questions people ask
Is Jonathon Andrew Halls a registered financial adviser?
Yes. Jonathon Andrew Halls is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000427814.
Which licensee does Jonathon Andrew Halls work under?
Northhaven Financial Management Pty Limited, Australian financial services licence 245627.
What can Jonathon Andrew Halls give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Authorised to provide personal financial product advice to retail clients on MDA Services."