Financial Adviser
· HOBART, TAS
Jonathan Elliot
No disciplinary history on record with ASIC
HOBART,
TAS
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000239748
Jonathan Elliot is a financial adviser based in Hobart, Tasmania, with 27 years of experience in the financial services industry since 1999. Jonathan is currently authorised under Sba Advice. 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 Certified Financial Planner from Financial Planning Association of Australia. 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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce
University of Tasmania
2001
Diploma of Financial Planning
Financial Planning Association of Australia
2002
Certified Financial Planner
Financial Planning Association of Australia
2019
FPC002B
Bridging Course - Ethics - Kaplan Professional
Registration History
GPL (VIC) PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register