Financial Adviser
· BUNBURY, WA
Jonathan Allan Dixon
No disciplinary history on record with ASIC
BUNBURY,
WA
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000243597
Jonathan Allan Dixon is a financial adviser based in Bunbury, Western Australia, with 23 years of experience in the financial services industry since 2003. Jonathan is currently authorised under Interprac Financial Planning. 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 Advanced Diploma of Financial Planning from Tribeca. Jonathan is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2005
Advanced Diploma of Financial Planning
Tribeca
2023
SMSF Specialist Advisor
SMSF Association
Registration History
BALLAST FINANCIAL MANAGEMENT PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register