Financial Adviser · BATTERY POINT, TAS

Jonathon Bastow Croome

BATTERY POINT, TAS
20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000301276
Currently at
Sydney, NSW (firm address)

Jonathon Bastow Croome is a financial adviser based in Battery Point, Tasmania, with 20 years of experience in the financial services industry since 2006. Jonathon is currently authorised under Consultum Financial Advisers. Jonathon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathon's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Jonathon 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Commerce
University of Tasmania
2005
Graduate Diploma Financial Planning
Securities Institute Australia
2009
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Oct 2014 - Present Current
SMF WEALTH MANAGEMENT PTY LTD
May 2007 - Oct 2014 Ceased

Source: ASIC Financial Advisers Register