Lyall Douglas Jones
Financial Adviser in Rockingham, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000314519
- Location
- Rockingham WA 6168
- Licensee
- Spark Advisors Australia Pty Ltd (AFSL 380552)
- Authorised since
- 8 December 2023
- First provided advice
- 2003
- Qualifications
- Generic Financial Planning, CPA (2005); Self Managed Super Fund Course, kaplan (2008); ASX Accredited Listed Products Adviser (ALPA) Program, Kaplan (2009); Risk Management, Kaplan (2009); Margin Lending and Geared Investments, Kaplan (2010)
- Memberships
- CPA Australia (CPA); National Tax & Accountants' Association Ltd. (NTAA); TPB
- 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 Lyall Douglas Jones
Lyall Douglas Jones is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Rockingham, Western Australia (adviser number 000314519).
The licensee Lyall advises under is Spark Advisors Australia Pty Ltd (AFS licence 380552). The current authorisation started on 8 December 2023.
According to the register, Lyall first provided financial advice in 2003. The qualifications listed for Lyall include Generic Financial Planning (CPA, 2005), Self Managed Super Fund Course (kaplan, 2008) and ASX Accredited Listed Products Adviser (ALPA) Program (Kaplan, 2009). Professional memberships recorded: CPA Australia (CPA), National Tax & Accountants’ Association Ltd. (NTAA) and TPB.
Lyall 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 Lyall Douglas Jones a registered financial adviser?
Yes. Lyall Douglas Jones is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000314519.
Which licensee does Lyall Douglas Jones work under?
Spark Advisors Australia Pty Ltd, Australian financial services licence 380552.
What can Lyall Douglas Jones 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.