Financial Adviser
· HAMILTON, NSW
Jason Ingold
No disciplinary history on record with ASIC
HAMILTON,
NSW
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253552
About Jason Ingold
Jason Ingold is a financial adviser based in Hamilton, New South Wales, with 19 years of experience in the financial services industry since 2007. Jason is currently authorised under Fortnum Private Wealth. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Bachelor of Commerce from Macquarie University. Jason 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
2000
Bachelor of Commerce
Macquarie University
2004
Diploma of Financial Planning (DFP1-8)
Financial Planning Association Australian
2005
Self Managed Superannuation Funds
Kaplan
2012
Margin Lending and Geared Investments
Kaplan
2017
Accredited Listed Product Adviser Program
Kaplan
2017
Diploma of Financial Planning
Kaplan
2020
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register