Financial Adviser
· WYONG, NSW
Jason Menzies
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000434186
Jason Menzies is a financial adviser based in Wyong, New South Wales, with 29 years of experience in the financial services industry. Jason is currently authorised under Jk Menzies Pty Ltd. Jason 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. Jason is a member of 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce
University of Newcastle
2002
Diploma of Financial Planning
Deakin University
2013
ASX Accredited Listed Product Adviser
Kaplan Professional Education
2020
Certified Financial Planner
Financial Planning Association
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional