Financial Adviser
· SYDNEY, NSW
Jonathan Harkness
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001824
Jonathan Harkness is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Jonathan is currently authorised under United Super Pty Ltd. Jonathan holds authorisations to advise on superannuation, life insurance and life insurance investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma in Financial Planning
Pinnacle Financial Services Academy
2015
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2025
Graduate Diploma Financial Planning
Kaplan
Registration History
Managed Investment Schemes and IDPS selection- Limited to Guideway Financial Services authorised products and model portfolios; Superannuation- Limited SMSF Authority; Portfolio Management Services- not authorised.
MARITIME FINANCIAL SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register