Financial Adviser
· CHARLESTOWN, NSW
Jonathon Gregory Mannion
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004643
Jonathon Gregory Mannion is a financial adviser based in Charlestown, New South Wales, with 18 years of experience in the financial services industry. Jonathon is currently authorised under Insight Investment Partners Pty Ltd. Jonathon 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 Certified Financial Planner from Financial Planning Association of Australia. Jonathon 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Commerce
University of South Africa (South Africa)
2011
Certified Financial Planner
Financial Planning Association of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional Education
Registration History
A.C.N. 603 037 510 PTY LTD
A.C.N. 603 037 510 PTY LTD
Source: ASIC Financial Advisers Register