Financial Adviser
· SYDNEY, NSW
Jonathon Bolt
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001303216
Jonathon Bolt is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry. Jonathon is currently authorised under William Buck Wealth Advisors (NSW) Pty Ltd. Jonathon 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 Master of applied Finance (financial Planning) from Charles Sturt University.
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
2020
Bachelor of Applied Finance with a degree of Bachelor of Economics
Macquarie University
2022
Graduate Diploma of Financial Planning
Charles Sturt University
2023
Master of applied Finance (financial Planning)
Charles Sturt University
Registration History
Source: ASIC Financial Advisers Register