Financial Adviser
· ROBINA, QLD
Matthew John Jones
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000363541
Matthew John Jones is a financial adviser based in Robina, Queensland, with 17 years of experience in the financial services industry. Matthew is currently authorised under Alliance Wealth Pty Ltd. Matthew 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 Commerce (Finance) from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce (Finance)
Griffith University
2009
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2009
Tier 1 Adviser Compliance Solution
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2012
Professional Certificate in Self Managed Superannuation Funds
University of Adelaide
2015
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register