Financial Adviser · SYDNEY, NSW

Jonathon Richard Tainsh

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000333200

Jonathon Richard Tainsh is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Jonathon is currently authorised under Fortnum Private Wealth 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 Accounting (Professional) from Macquarie 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

2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Master of Accounting (Professional)
Macquarie University
2019
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
ALPA
Kaplan

Registration History

Sep 2020 - Present Current
Nov 2016 - Sep 2020 Ceased

Source: ASIC Financial Advisers Register