Financial Adviser
· BRISBANE, QLD
Jonathan Alexander Ahlberg
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000292846
Jonathan Alexander Ahlberg is a financial adviser based in Brisbane, Queensland, with 21 years of experience in the financial services industry. Jonathan is currently authorised under Morgans Financial Limited. Jonathan 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 Graduate Diploma of Financial Planning from Kaplan. Jonathan 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
2012
Advanced Diploma of Financial Services
KAPLAN
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
FPC006 Tax and Commercial Law for Financial Planning
Kaplan
2021
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register