Financial Adviser · BRISBANE, QLD

Jonathon Perna

5 Years experience
Tax advice
authorised
ASIC Registered · ADV 001292347

Jonathon Perna is a financial adviser based in Brisbane, Queensland, with 5 years of experience in the financial services industry. Jonathon is currently authorised under Spark Advisors Australia Pty Ltd. Jonathon 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 Deposit Products Government Bonds

Restrictions: Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.

Authorised to provide tax financial advice services

Qualifications and Training

2020
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2024
SMSF Regulations and Taxation
Kaplan Professional

Registration History

Sep 2025 - Present Current
Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.
Aug 2021 - Sep 2025 Ceased
Superannuation excludes SMSF advice.

Source: ASIC Financial Advisers Register