Financial Adviser · NORWEST, NSW

Jonathan Pohl

12 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000462076

Jonathan Pohl is a financial adviser based in Norwest, New South Wales, with 12 years of experience in the financial services industry. Jonathan is currently authorised under Alliance Wealth 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 (CFP) Education Program from FPA Australia. Jonathan is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2008

Bachelor of Commerce

Rhodes University (South Africa)

2010

Postgraduate Diploma in Financial Planning

University of the Free State (South Africa)

2014

Diploma of Financial Planning

Pinnacle Financial Services Academy

2016

Certified Financial Planner (CFP) Education Program

FPA Australia

2019

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2025

Commercial Law Course

Kaplan Professional

Registration History

Alliance Wealth Pty Ltd

Dec 2024 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance and contribution advice for an existing SMSF.

Focused Financial Advice Pty Ltd

Jan 2024 - Dec 2024 Ceased

A.C.N. 603 037 510 PTY LTD

Jun 2023 - Jan 2024 Ceased

Perpetual Trustee Company Limited

Dec 2018 - Nov 2022 Ceased

Evaro Wealth Partners Pty Ltd

May 2015 - Dec 2018 Ceased

GENESYS WEALTH ADVISERS PTY LIMITED

Jul 2014 - Apr 2015 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Colonial First State Investments Limited

Apr 2013 - Jan 2014 Ceased

Source: ASIC Financial Advisers Register