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

Iain Llywelyn Jones

16 Years experience
Tax advice
authorised
Currently at
Morgans Financial Limited
Brisbane, QLD
View firm profile
ASIC Registered · ADV 000412843

Iain Llywelyn Jones is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry. Iain is currently authorised under Morgans Financial Limited. Iain holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Professional Diploma in Stockbroking from Deakin Prime.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005
Superannuation and Retirement Planning
Kaplan
2010
Margin Lending Accreditation Program
Deakin Prime
2010
Professional Diploma in Stockbroking
Deakin Prime

Registration History

Morgans Financial Limited
Oct 2011 - Present Current
Lgt Wealth Management Limited
Mar 2010 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register