Financial Adviser · SYDNEY, NSW

Jonathan Eric Riley

9 Years experience
Tax advice
authorised
Currently at
South Melbourne, VIC
ASIC Registered · ADV 001261704

Jonathan Eric Riley is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Jonathan is currently authorised under Equity & Super Pty Ltd. Jonathan holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Professional.

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

2017
Diploma of Financial Planning
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional
2024
Master of Financial Planning
Kaplan Professional

Registration History

Jan 2022 - Present Current
Jan 2018 - Oct 2021 Ceased

Source: ASIC Financial Advisers Register