Financial Adviser · COORANBONG, NSW

Philip Jones

COORANBONG, NSW

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000450255

Currently at

Infocus Securities Australia

Maroochydore, QLD (firm address)

View firm profile

About Philip Jones

Philip Jones is a financial adviser based in Cooranbong, New South Wales, with 25 years of experience in the financial services industry since 2001. Philip is currently authorised under Infocus Securities Australia. Philip holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Philip holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Superannuation excludes SMSF advice and Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2001

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

Registration History

Infocus Securities Australia Pty Ltd

Jul 2026 - Present Current

Superannuation excludes SMSF advice and Securities excludes direct equities advice

Oracle Advisory Group Pty. Ltd.

Mar 2023 - Jul 2026 Ceased

Oracle Investment Management Pty Ltd

Jul 2021 - Mar 2023 Ceased

Charter Financial Planning Limited

Dec 2013 - Jul 2021 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Westpac Banking Corporation

Oct 2001 - Dec 2013 Ceased

Source: ASIC Financial Advisers Register