Financial Adviser · MIDDLE PARK, QLD

Jonathon Kyle Demartini

MIDDLE PARK, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001272102

Licensee

Lifespan Financial Planning

Sydney, NSW (licence address on ASIC register)

View licensee

About Jonathon Kyle Demartini

Jonathon Kyle Demartini is a financial adviser based in Middle Park, Queensland, with 8 years of experience in the financial services industry since 2018. Jonathon is currently authorised under Lifespan Financial Planning. Jonathon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathon's qualifications include a Graduate Diploma of Financial Planning from Kaplan.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2019

Diploma of Financial Planning

Mentor

2020

Advanced Diploma of Financial Planning

International Institute of Technology

2025

Graduate Diploma of Financial Planning

Kaplan

Registration History

Lifespan Financial Planning Pty Ltd

Sep 2023 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

NEXTGEN FINANCIAL GROUP PTY LTD

Dec 2018 - Aug 2023 Ceased

Excluding Self - Managed Superannuation Funds & Standard Margin Lending

Source: ASIC Financial Advisers Register