Financial Adviser
· SYDNEY, NSW
Jonathan Eric Riley
No disciplinary history on record with ASIC
SYDNEY,
NSW
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261704
Jonathan Eric Riley is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry since 2017. Jonathan is currently authorised under Equity & Super, operating through Equity & Super. 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 Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Master of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register