Financial Adviser
· MARYVILLE, NSW
Jonathan Schafer
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002351
Jonathan Schafer is a financial adviser based in Maryville, New South Wales, with 17 years of experience in the financial services industry. Jonathan is currently authorised under Beryllium Advisers 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 5 unit CFP Certification Program from Financial Planning Association of Australia Limited. 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
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
The University of Newcastle
2007
Bachelor of Economics
The University of Newcastle
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan Professional Education
2014
Advanced Diploma of Financial Planning
Kaplan Professional Education
2018
5 unit CFP Certification Program
Financial Planning Association of Australia Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only.
ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD
Miscellaneous financial investment products restricted to instalment warrants issued in respect of interests in direct real property.
Source: ASIC Financial Advisers Register