Jurgen Hans Schonafinger
Financial Adviser in Wangaratta, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000249849
- Location
- Wangaratta VIC 3677
- Licensee
- Financial Lifestyle Partners (North VIC) Pty. Ltd. (AFSL 533284)
- Authorised since
- 10 January 2022
- First provided advice
- 1990
- Qualifications
- Certified Financial Planner, FPA (2001); DFP 1-8, FPA (2001); Diploma of financial planning, Deakin University (2001); Margin Lending and Geared Investments, Kaplan (2011); ALPA, Kaplan (2014)
- 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
- Restriction
- Superannuation: Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jurgen Hans Schonafinger
Jurgen Hans Schonafinger is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wangaratta, Victoria (adviser number 000249849).
The licensee Jurgen advises under is Financial Lifestyle Partners (North VIC) Pty. Ltd. (AFS licence 533284). That authorisation dates from 10 January 2022.
According to the register, Jurgen first provided financial advice in 1990. The qualifications listed for Jurgen include Certified Financial Planner (FPA, 2001), DFP 1-8 (FPA, 2001) and Diploma of financial planning (Deakin University, 2001). Jurgen is recorded as a member of 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation: Not authorised to provide SMSF advice.”
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Questions people ask
Is Jurgen Hans Schonafinger a registered financial adviser?
Yes. Jurgen Hans Schonafinger is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000249849.
Which licensee does Jurgen Hans Schonafinger work under?
Financial Lifestyle Partners (North VIC) Pty. Ltd., Australian financial services licence 533284.
What can Jurgen Hans Schonafinger 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. It also records this restriction: "Superannuation: Not authorised to provide SMSF advice."