Financial Adviser
· CANBERRA, ACT
Jonathan Mcgrath
No disciplinary history on record with ASIC
CANBERRA,
ACT
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005539
Jonathan Mcgrath is a financial adviser based in Canberra, Australian Capital Territory, with 17 years of experience in the financial services industry since 2009. Jonathan is currently authorised under Jbwere. Jonathan holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Bachelor of Commerce from Australian National University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Commerce
Australian National University
2012
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Source: ASIC Financial Advisers Register