Financial Adviser · BELLA VISTA, NSW

Jonathan Reynolds

BELLA VISTA, NSW

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000326234

Currently at

Skeggs Goldstien Associates

Bella Vista, NSW (firm address)

View firm profile

Jonathan Reynolds is a financial adviser based in Bella Vista, New South Wales, with 27 years of experience in the financial services industry since 1999. Jonathan is currently authorised under Sga Advice, operating through Skeggs Goldstien Associates. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Jonathan is a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2012

Graduate Certificate in Professional Accounting

University of New England

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2021

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2021

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Professional

2022

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Sga Advice Pty Ltd

May 2025 - Present Current

Akumin Financial Planning Pty Limited

Jun 2008 - May 2025 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register