Financial Adviser · BRISBANE CITY, QLD

Anthony Gerard Jones

32 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000253151

Anthony Gerard Jones is a financial adviser based in Brisbane City, Queensland, with 32 years of experience in the financial services industry. Anthony is currently authorised under Akumin Financial Planning Pty Limited. Anthony 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 Bachelor of Business (Financial Planning) from Royal Melbourne Institute Of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Business (Financial Planning)

Royal Melbourne Institute Of Technology

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2013

Diploma of Financial Planning

Pinnacle Financial Services Academy Pty Ltd

2013

Self Managed Superannuation Funds

Pinnacle Financial Services Academy Pty Ltd

2018

Certificate IV in Finance and Mortgage Broking

AAMC Training Group

Registration History

Akumin Financial Planning Pty Limited

Sep 2013 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

TRANZACT CONSULTING PTY LIMITED

Feb 2011 - Sep 2013 Ceased

BOB TEMPLETON FINANCIAL GROUP PTY LTD

Dec 2003 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register