Financial Adviser
· MANLY, NSW
Jonathan Ross Curulli
No disciplinary history on record with ASIC
MANLY,
NSW
Tax advice
authorised
authorised
ASIC Registered · ADV 001322725
About Jonathan Ross Curulli
Jonathan Ross Curulli is a financial adviser based in Manly, New South Wales. Jonathan is currently authorised under Oreana Financial Services. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Bachelor of Commerce from University of New South Wales.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: SMSF and Aged Care advice excluded
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce
University of New South Wales
2026
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd