Financial Adviser · GLENELG NORTH, SA

Melanie Anne Jones

GLENELG NORTH, SA

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003784

Currently at

Count Financial Limited

Sydney, NSW (firm address)

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Melanie Anne Jones is a financial adviser based in Glenelg North, South Australia, with 19 years of experience in the financial services industry since 2007. Melanie is currently authorised under Count Financial Limited, operating through Count Financial. Melanie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Melanie's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Melanie 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

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2007

Certificate in Rural Estate Planning

The University of Adelaide

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2022

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2024

Introduction to SMSFs

Accurium Education

Registration History

Count Financial Limited

Feb 2022 - Present Current

Commonwealth Financial Planning Limited

May 2014 - Jan 2022 Ceased

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

WEALTHSURE PTY LTD

Nov 2011 - Jun 2013 Ceased

SEAGRIMS PTY LTD

Mar 2010 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register