Financial Adviser
· BARANGAROO, NSW
Ivan Geoffrey Jones
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001278852
Ivan Geoffrey Jones is a financial adviser based in Barangaroo, New South Wales, with 28 years of experience in the financial services industry. Ivan is currently authorised under Loyalty Financial Services Pty Ltd. Ivan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Masters of Commerce from University of Western Sydney. Ivan 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
2000
Diploma of Financial Planning
Deakin University
2005
Masters of Commerce
University of Western Sydney
2008
MBA
Melbourne Business School
2019
Self Managed Superannuation Funds
Mentor Education
2020
FPA Aged Care Specialist
Financial Planning Association
Registration History
FUTUREPLUS FINANCIAL SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register