Data sourced from ASIC Financial Advisers Register
Financial Adviser · SUTHERLAND, NSW

Jonathan Winfield

13 Years experience
Tax advice
authorised
Currently at
Spark Advisors Australia Pty Ltd
Brighton, VIC
View firm profile
ASIC Registered · ADV 001006320

Jonathan Winfield is a financial adviser based in Sutherland, New South Wales, with 13 years of experience in the financial services industry. Jonathan is currently authorised under Spark Advisors Australia 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 Advice Association Australia. Jonathan is a member of CFP - Certified Financial Planner (FPA) and 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

2005
Bachelor of Arts
The University of Sydney
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
Certified Financial Planner
Financial Advice Association Australia
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
Master of Business Administration
University of Technology Sydney
2025
Accredited Aged Care Professional Program
Aged Care Steps
2025
Accredited Listed Product Adviser (ALPA)
Kaplan Professional

Registration History

Spark Advisors Australia Pty Ltd
Nov 2024 - Present Current
PRIVATE WEALTH PTY LTD
Jan 2024 - Oct 2024 Ceased
Australian Executor Trustees Limited
May 2023 - Jan 2024 Ceased
Equity Trustees Limited
May 2020 - Apr 2021 Ceased
Equity Trustees Superannuation Limited
May 2020 - Aug 2020 Ceased
Equity Trustees Wealth Services Limited
May 2020 - Jan 2024 Ceased
Psk Advisory Services Pty Ltd
Feb 2015 - Mar 2020 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Commonwealth Financial Planning Limited
Apr 2013 - Jan 2015 Ceased

Source: ASIC Financial Advisers Register