William John Jones
Financial Adviser in Essendon, Victoria, Australia
Review William John Jones
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001004933
- Location
- Essendon VIC 3040
- Licensee
- Nextplan Financial Pty Ltd (AFSL 452996)
- Authorised since
- 7 April 2020
- First provided advice
- 2001
- Qualifications
- Foundation Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Diploma of Financial Services (Financial Planning), Integratec (Australia) Pty Ltd (2003); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Graduate Diploma of Financial Planning, Kaplan (2023)
- 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 William John Jones
William John Jones is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Essendon, Victoria (adviser number 001004933).
Advice is given under the Australian financial services licence of Nextplan Financial Pty Ltd, licence number 452996. The current authorisation started on 7 April 2020.
According to the register, William first provided financial advice in 2001. The qualifications listed for William include Foundation Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002), Diploma of Financial Services (Financial Planning) (Integratec (Australia) Pty Ltd, 2003) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009).
William 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.
Reviews
Nobody has reviewed William John Jones here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is William John Jones a registered financial adviser?
Yes. William John Jones is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004933.
Which licensee does William John Jones work under?
Nextplan Financial Pty Ltd, Australian financial services licence 452996.
What can William John 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.