Financial Adviser
· NOOSAVILLE, QLD
Jonathon William Laird
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270175
Jonathon William Laird is a financial adviser based in Noosaville, Queensland, with 8 years of experience in the financial services industry. Jonathon is currently authorised under Morgans Financial Limited. 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 Economics from UTAS. Jonathon 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
2002
Bachelor of Economics
UTAS
2005
Graduate Diploma of Financial Planning
FINSIA
2018
Diploma of Financial Planning
Kaplan
2025
Aged Care Accredited Professional
Aged Care Steps
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Advice on Superannuation excludes Self Managed Superannuation Funds. Margin Lending Advice is excluded.
Source: ASIC Financial Advisers Register