Financial Adviser
· ESSENDON, VIC
Ryan Jones
No disciplinary history on record with ASIC
ESSENDON,
VIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001243209
Ryan Jones is a financial adviser based in Essendon, Victoria, with 10 years of experience in the financial services industry since 2016. Ryan is currently authorised under Count Financial Limited, operating through Count Financial. Ryan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ryan's qualifications include a Bachelor of Business (Accounting) from Victoria University. Ryan is a member of CPA Australia (CPA).
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
2009
Bachelor of Business (Accounting)
Victoria University
2012
Certified Practicing Accountant (CPA)
CPA Australia
2015
Diploma of Financial Planning
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education