Financial Adviser · COOGEE, NSW

Jonathan Richard Mulconry

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003869

Jonathan Richard Mulconry is a financial adviser based in Coogee, New South Wales, with 18 years of experience in the financial services industry. Jonathan is currently authorised under Capstone Financial Planning Pty Ltd. Jonathan 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 Program from Financial Planning Association of Australia (FPA). Jonathan 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Taxation Planning
Kaplan Professional
2011
Margin Lending & Geared Investments
Kaplan Professional
2013
Master of Applied Finance
Kaplan Professional
2016
Certified Financial Planner Program
Financial Planning Association of Australia (FPA)

Registration History

Dec 2019 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Jul 2017 - Dec 2019 Ceased
Mar 2008 - Jun 2017 Ceased
Not authorised to provide personal advice on Standard Margin Lending.

Source: ASIC Financial Advisers Register