Financial Adviser
· ESSENDON, VIC
William John Jones
No disciplinary history on record with ASIC
ESSENDON,
VIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004933
William John Jones is a financial adviser based in Essendon, Victoria, with 25 years of experience in the financial services industry since 2001. William is currently authorised under Nextplan Financial. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). William's qualifications include a Graduate Diploma of Financial Planning from Kaplan.
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
2002
Foundation Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2003
Diploma of Financial Services (Financial Planning)
Integratec (Australia) Pty Ltd
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Permitted - SMSFs including establishment and wind up
Source: ASIC Financial Advisers Register