Financial Adviser · BUNDABERG, QLD

Jonathan Andrew Hosford

BUNDABERG, QLD

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002956

Currently at

Legacy Financial

Melbourne, VIC (firm address)

View firm profile

Jonathan Andrew Hosford is a financial adviser based in Bundaberg, Queensland, with 14 years of experience in the financial services industry since 2012. Jonathan is currently authorised under Capstone Financial Planning, operating through Legacy Financial. 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 Bachelor of Business and Bachelor of Science from University of Tasmania. Jonathan 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

Authorised to provide tax financial advice services

Qualifications and Training

2010

Commercial Transactions BFA141

University of Tasmania

2012

Bachelor of Business and Bachelor of Science

University of Tasmania

2012

Diploma of Financial Services (Financial Planning)

Kaplan Professional Education

2018

Advanced Diploma of Financial Planning

Kaplan Professional

2018

Tax for Financial Advising DFP5

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2022

SuperConcepts & ICFS Specialist SMSF online course

The University of Adelaide

Registration History

Capstone Financial Planning Pty Ltd

Aug 2023 - Present Current

Capstone Financial Planning Pty Ltd

Nov 2022 - Aug 2023 Ceased

NEXTGEN FINANCIAL GROUP PTY LTD

Feb 2022 - Nov 2022 Ceased

Excluding Self - Managed Superannuation Funds and Standard Margin Lending.

Akumin Financial Planning Pty Limited

Mar 2020 - Feb 2021 Ceased

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

Commonwealth Financial Planning Limited

Nov 2012 - Jan 2020 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register