Financial Adviser · CANBERRA CITY, ACT

Andrew Alastair Gibbs Jones

CANBERRA CITY, ACT
30 Years experience
Tax advice
authorised
ASIC Registered · ADV 000411211
Currently at
Sydney, NSW (firm address)

Andrew Alastair Gibbs Jones is a financial adviser based in Canberra City, Australian Capital Territory, with 30 years of experience in the financial services industry since 1996. Andrew is currently authorised under Psk Advisory Services, operating through Psk Financial Services Group. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Certified Financial Planner (CFP) from Financial Advice Association Australia (FAAA). Andrew is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or derivatives

Authorised to provide tax financial advice services

Qualifications and Training

1995
Bachelor of Economics
Australian National University (ANU)
1998
8 unit Diploma of Financial Planning
Financial Advice Association of Australia Limited (FAAA)
1998
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)
2004
Master of Commerce (Financial Planning)
Western Sydney University
2008
Self Managed Superannuation Funds
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
ALPA Accredited Listed Product Adviser
Kaplan Professional
2015
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2020
MAI769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Dec 2022 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or derivatives
May 2021 - Dec 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Sep 2011 - May 2021 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jan 2006 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register