Financial Adviser · BRISBANE CITY, QLD

Jon Bishop

13 Years experience

Tax advice
authorised

Currently at

Australia And New Zealand Banking Group Limited

Docklands, VIC

View firm profile

ASIC Registered · ADV 001003150

Jon Bishop is a financial adviser based in Brisbane City, Queensland, with 13 years of experience in the financial services industry. Jon is currently authorised under Australia And New Zealand Banking Group Limited. Jon 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 FPA. Jon 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

Restrictions: Securities - Class of product advice only.

Authorised to provide tax financial advice services

Qualifications and Training

2013

Bachelor of Commerce (Economics & Finance)

Griffith University

2014

Diploma of Financial Planning

Monarch Institute

2014

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2015

928 Margin Lending- Knowledge and Skills

Kaplan Higher Education Pty Limited

2018

DFP5v4 Tax for Financial Advising

Kaplan Higher Education Pty Limited

2020

Certified Financial Planner

FPA

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2021

Graduate Diploma of Applied Finance

Kaplan Higher Education Pty Limited

Registration History

Australia And New Zealand Banking Group Limited

Jan 2023 - Present Current

Securities - Class of product advice only.

Morgan Stanley Wealth Management Australia Pty Ltd

May 2021 - Sep 2022 Ceased

Wilsons Advisory And Stockbroking Limited

Jun 2018 - Apr 2021 Ceased

Macquarie Equities Limited

Jan 2017 - May 2018 Ceased

National Australia Bank Limited

Jul 2014 - Jan 2017 Ceased

Source: ASIC Financial Advisers Register