Jonathon Kirk
Financial Adviser in Traralgon, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000316055
- Location
- Traralgon VIC 3844
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 14 October 2014
- First provided advice
- 2005
- Qualifications
- Bachelor of Business, Monash University (1992); Diploma Financial Planning, FPA / Deakin (2003)
- Memberships
- 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, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathon Kirk
Jonathon Kirk is a financial adviser in Traralgon, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000316055.
The licensee Jonathon advises under is Morgans Financial Limited (AFS licence 235410). The current authorisation started on 14 October 2014.
According to the register, Jonathon first provided financial advice in 2005. The qualifications listed for Jonathon include Bachelor of Business (Monash University, 1992) and Diploma Financial Planning (FPA / Deakin, 2003). Jonathon is recorded as a member of Certified Financial Planner – FPA and 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 Jonathon Kirk a registered financial adviser?
Yes. Jonathon Kirk is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000316055.
Which licensee does Jonathon Kirk work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Jonathon Kirk 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; standard margin lending; managed discretionary account services.