Financial Adviser
· CASTLE HILL, NSW
Christopher Jones
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005883
Christopher Jones is a financial adviser based in Castle Hill, New South Wales, with 27 years of experience in the financial services industry. Christopher is currently authorised under Fintegrity Wealth Advisers Pty Ltd. Christopher 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 Master of Commerce (Financial Planning) from Western Sydney University. Christopher 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Economics (Social Sciences) Honours
University of Sydney
2000
Diploma of Financial Planning
Deakin University
2004
Master of Commerce (Financial Planning)
Western Sydney University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
You are authorised to perform the following tasks:Deposit and payment products limited to: - Basic Deposit Products; - Deposit Products other than basic Deposit Products Life Products including; a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and b) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997); Superannuation and associated retirement products; Listed Securities
The Authorised Representative is not allowed to provide advice on buying or selling particular shares. If a client makes a request to buy or sell shares, or for particular shares to be included in a portfolio, the Authorised Representative may organise the transaction only. A Client Direction Authority No Advice form must be completed. The Authorised Representative is permitted to recommend to the client, as part of an overall strategy, to dispose of shares for the purposes of portfolio diversification only.
Source: ASIC Financial Advisers Register