Stuart Jones
Financial Adviser in Camberwell, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000409870
- Location
- Camberwell VIC 3124
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 20 September 2011
- First provided advice
- 2011
- Qualifications
- Bachelor of Business (Accounting), Swinburne University of Technology (2008); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2009); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2010); Graduate Diploma of Chartered Accounting, Institute of Chartered Accountants in Australia (ICAA) (2011); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2011); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2013); Diploma of Finance and Mortgage Broking Management, Kaplan Higher Education Pty Limited (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- Memberships
- CA - Chartered Accountants Australia and New Zealand; MFAA - Mortgage & Finance Association of Australia
- 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, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Stuart Jones
Stuart Jones is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Camberwell, Victoria (adviser number 000409870).
The licensee Stuart advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). The current authorisation started on 20 September 2011.
The register records 2011 as the year Stuart first provided financial advice. Qualifications and training on file include Bachelor of Business (Accounting) (Swinburne University of Technology, 2008), Margin Lending and Geared Investments (Kaplan Higher Education Pty Limited, 2009) and Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2010). Professional memberships recorded: CA – Chartered Accountants Australia and New Zealand and MFAA – Mortgage & Finance Association of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Stuart Jones a registered financial adviser?
Yes. Stuart Jones is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000409870.
Which licensee does Stuart Jones work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Stuart 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; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."