Financial Adviser
· SYDNEY, NSW
Jonathan Philpot
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000260715
Jonathan Philpot is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. Jonathan is currently authorised under Hlb Mann Judd Wealth Management (NSW) Pty Limited. Jonathan 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 Certified Financial Planner from Financial Planning Association of Australia. Jonathan is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
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
1998
Bachelor of Commerce
University of New South Wales
2000
Chartered Accountant
Institute of Chartered Accountants in Australia
2003
Certified Financial Planner
Financial Planning Association of Australia
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education