Morgan David Jones
Financial Adviser in Cawdor, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000271899
- Location
- Cawdor NSW 2570
- Licensee
- Templestone Financial Services Pty Ltd (AFSL 523831)
- Authorised since
- 22 November 2022
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Planning, FPA (1998); Insurance Planning: Principles & Applications, Independent Centre of Financial Planning (1999); Advance Financial Diploma, International Institute of Technology (2020); Self Managed Superannuation Funds, Kaplan (2020)
- 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
- Register status
- Current
About Morgan David Jones
Morgan David Jones is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Cawdor, New South Wales (adviser number 000271899).
The licensee Morgan advises under is Templestone Financial Services Pty Ltd (AFS licence 523831). The current authorisation started on 22 November 2022.
According to the register, Morgan first provided financial advice in 2004. Qualifications and training on file include Diploma of Financial Planning (FPA, 1998), Insurance Planning: Principles & Applications (Independent Centre of Financial Planning, 1999) and Advance Financial Diploma (International Institute of Technology, 2020).
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.
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Questions people ask
Is Morgan David Jones a registered financial adviser?
Yes. Morgan David Jones is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000271899.
Which licensee does Morgan David Jones work under?
Templestone Financial Services Pty Ltd, Australian financial services licence 523831.
What can Morgan David 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.