Financial Adviser · SYDNEY, NSW

Andrew Peter Jones

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000235711

Andrew Peter Jones is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Andrew is currently authorised under Fortnum Advice Pty Ltd. Andrew 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 (Accounting) from Deakin University. Andrew is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association - SMSF Specialist Advisor (SSA).

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

1996
Bachelor of Business (Accounting)
Deakin University
2001
Diploma of Financial Planning (DFP 1- 4)
Securities/Kaplan Professional
2005
SMSF Specialist Advisor
SMSF Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Aug 2025 - Present Current
Oct 2019 - Aug 2025 Ceased
Sep 2003 - Sep 2019 Ceased
Not authorised to provide personal advice on Standard Margin Lending.

Source: ASIC Financial Advisers Register