Financial Adviser
· BUNDABERG, QLD
Jonathan Andrew Hosford
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002956
Jonathan Andrew Hosford is a financial adviser based in Bundaberg, Queensland, with 14 years of experience in the financial services industry. Jonathan is currently authorised under Capstone Financial Planning Pty Ltd. 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 Bachelor of Business and Bachelor of Science from University of Tasmania. 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
Authorised to provide tax financial advice services
Qualifications and Training
2010
Commercial Transactions BFA141
University of Tasmania
2012
Bachelor of Business and Bachelor of Science
University of Tasmania
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2018
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Tax for Financial Advising DFP5
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
SuperConcepts & ICFS Specialist SMSF online course
The University of Adelaide
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
Excluding Self - Managed Superannuation Funds and Standard Margin Lending.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register