Financial Adviser · SYDNEY, NSW

Amanda Jane Jones

SYDNEY, NSW

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 001003782

Licensee

AIA Financial Services

Sydney, NSW (licence address on ASIC register)

View licensee

About Amanda Jane Jones

Amanda Jane Jones is a financial adviser based in Sydney, New South Wales, with 27 years of experience in the financial services industry since 1999. Amanda is currently authorised under AIA Financial Services. Amanda holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Amanda's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Amanda is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments

Restrictions: Not authorised to provide advice in SMSFs.

Authorised to provide tax financial advice services

Qualifications and Training

2011

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2020

Client Engagement Skills

Behavioural Finance - Kaplan Professional

2020

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2020

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

AIA Financial Services Pty Limited

Dec 2021 - Present Current

Not authorised to provide advice in SMSFs.

Commonwealth Financial Planning Limited

Jul 2007 - Nov 2021 Ceased

Not authorised to provide personal advice on Securities

Source: ASIC Financial Advisers Register