Financial Adviser · DUBBO, NSW

Jon Stuart Fletcher

DUBBO, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001241063

Currently at

Politis Investment Strategies

Wickham, NSW (firm address)

View firm profile

Jon Stuart Fletcher is a financial adviser based in Dubbo, New South Wales, with 10 years of experience in the financial services industry since 2016. Jon is currently authorised under Politis Investment Strategies. Jon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jon's qualifications include a Bachelor of Commerce from The University of Wollongong. Jon is a member of CPA Australia (CPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

1985

Bachelor of Commerce

The University of Wollongong

1990

Certified Practising Accountant

The Australian Society of Certified Practising Accountants

2015

Diploma of Financial Planning

Mentor Education

2015

Self Managed Superannuation Fund Adviser (Personal Advice)

Mentor Education

2021

Superannuation and Retirement Advice (FPC003)

Kaplan Professional

2022

Ethics and Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd

Apr 2016 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Source: ASIC Financial Advisers Register