Financial Adviser · OAKHURST, QLD

Jason Michael Town

13 Years experience

Tax advice
authorised

Currently at

Maroochydore, QLD

View firm profile

ASIC Registered · ADV 001005027

Jason Michael Town is a financial adviser based in Oakhurst, Queensland, with 13 years of experience in the financial services industry. Jason is currently authorised under Infocus Securities Australia Pty Ltd. Jason 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 (Management) from Central Queensland University. Jason 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: Superannuation excludes SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Business (Management)

Central Queensland University

2013

Diploma of Financial Planning

Kaplan Professional

2018

Advanced Diploma of Financial Planning

Kaplan Professional

2020

Accredited Listed Product Adviser Program

Kaplan Professional

2021

Graduate Diploma of Financial Planning

Kaplan Professional

2026

Accredited Aged Care Professional Program

Aged Care Steps

Registration History

Infocus Securities Australia Pty Ltd

Jul 2020 - Present Current

Superannuation excludes SMSF advice.

Australia And New Zealand Banking Group Limited

Apr 2013 - May 2020 Ceased

Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

Source: ASIC Financial Advisers Register