Financial Adviser
· MOUNT PLEASANT, NSW
Shane Anthony Jones
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244946
Shane Anthony Jones is a financial adviser based in Mount Pleasant, New South Wales, with 29 years of experience in the financial services industry. Shane is currently authorised under Professional Investment Services Pty Ltd. Shane 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 Bachelor of Business (Finance/Economics) from Charles Sturt University. Shane 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Business (Finance/Economics)
Charles Sturt University
2003
Diploma of Financial Planning (8 Units)
FPA Australia
2003
Ethics and Professionalism in Financial Advice Course
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register