Financial Adviser · BRISBANE, QLD

Jonathan David Kermode

BRISBANE, QLD

28 Years experience

Tax advice
authorised

ASIC Registered · ADV 000417732

Currently at

Industry Fund Services Limited

Melbourne, VIC (firm address)

View firm profile

About Jonathan David Kermode

Jonathan David Kermode is a financial adviser based in Brisbane, Queensland, with 28 years of experience in the financial services industry since 1998. Jonathan is currently authorised under Industry Fund Services Limited, operating through Industry Fund Services. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia. 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

Restrictions: (excluding Self Managed Superannuation Funds)

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Planning

Financial Planning Association of Australia

2012

ASX Accredited Listed Products Adviser Program

Kaplan Professional Education

2012

Self Managed Superannuation Funds

Kaplan Professional

2025

Commercial Law

Kaplan Professional

2026

Tax for Financial Advising

Kaplan Professional

Registration History

Industry Fund Services Limited

Sep 2026 - Present Current

(excluding Self Managed Superannuation Funds)

Findex Advice Services Pty Ltd

Nov 2024 - May 2026 Ceased

Excluding LRBA's.

Future Assist Financial Services Group Pty Ltd

Mar 2024 - Apr 2024 Ceased

Future Wealth Advisory Pty Ltd

Mar 2024 - Oct 2024 Ceased

Sba Financial Pty Ltd

Jul 2023 - Oct 2023 Ceased

Interprac Financial Planning Pty Ltd

Feb 2023 - May 2023 Ceased

Ljfd Pty Ltd

May 2021 - Oct 2022 Ceased

Lionsgate Financial Group Pty. Ltd.

Sep 2020 - Apr 2021 Ceased

Hayes Sterling Pty. Limited

May 2020 - Sep 2020 Ceased

Sentry Financial Services Pty Ltd

Sep 2015 - May 2020 Ceased

MAGNITUDE GROUP PTY LTD

May 2015 - Sep 2015 Ceased

GENESYS WEALTH ADVISERS PTY LIMITED

Apr 2013 - May 2015 Ceased

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

GENESYS WEALTH ADVISERS PTY LIMITED

Apr 2013 - Nov 2014 Ceased

Ri Advice Group Pty Ltd

Feb 2012 - Mar 2013 Ceased

WHITTAKER MACNAUGHT PTY. LTD.

Feb 2010 - Feb 2012 Ceased

Source: ASIC Financial Advisers Register