Financial Adviser
· NEWCASTLE, NSW
Jonathan Leigh Dunne
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260905
Jonathan Leigh Dunne is a financial adviser based in Newcastle, New South Wales, with 22 years of experience in the financial services industry. Jonathan is currently authorised under Advice Evolution 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 Certified Financial Planner from Financial Planning Association of Australia. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Certified Financial Planner
Financial Planning Association of Australia
2004
Diploma of Financial Planning
Financial Planning Association of Australia
2009
ASX Accredited Listed Product Adviser
Kaplan Professional
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2019
Graduate Diploma of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register