Stephen William Jones
Financial Adviser in Subiaco, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000299544
- Location
- Subiaco WA 6008
- Licensee
- Smith Coffey Pty Ltd (AFSL 237972); Smith Coffey Securities Pty Ltd (AFSL 237971)
- Authorised since
- 15 March 2006
- First provided advice
- 1996
- Qualifications
- Bachelor of Business (Accounting), Edith Cowan University (1991); Certified Practicing Accountant, CPA Australia (1996); Chartered Tax Adviser, The Tax Institute (2012); Institute of Public Accountants, Institute of Public Accountants (2014); Ethics & Professionalism, Kaplan (2019)
- Memberships
- Institute of Public Accountants (IPA); The Tax Institute
- Advice areas
- superannuation, life risk insurance, life investment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Stephen William Jones
Stephen William Jones is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Subiaco, Western Australia (adviser number 000299544).
The licensee Stephen advises under is Smith Coffey Pty Ltd (AFS licence 237972). The register also lists Smith Coffey Securities Pty Ltd (licence 237971). The current authorisation started on 15 March 2006.
According to the register, Stephen first provided financial advice in 1996. The qualifications listed for Stephen include Bachelor of Business (Accounting) (Edith Cowan University, 1991), Certified Practicing Accountant (CPA Australia, 1996) and Chartered Tax Adviser (The Tax Institute, 2012). Stephen is recorded as a member of Institute of Public Accountants (IPA) and The Tax Institute.
The authorisation covers advice on superannuation, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Stephen William Jones a registered financial adviser?
Yes. Stephen William Jones is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000299544.
Which licensee does Stephen William Jones work under?
Smith Coffey Pty Ltd, Australian financial services licence 237972 and Smith Coffey Securities Pty Ltd, Australian financial services licence 237971.
What can Stephen William Jones give advice on?
The register lists these advice areas: superannuation; life risk insurance; life investment products; retirement savings accounts.