Financial Adviser · VARSITY LAKES, QLD

Jonathon Michael Bevan

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001256806

Jonathon Michael Bevan is a financial adviser based in Varsity Lakes, Queensland, with 9 years of experience in the financial services industry. Jonathon is currently authorised under Akumin Financial Planning Pty 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2016
Margin Lending
Kaplan Higher Education Pty Limited
2017
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Dec 2019 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jul 2017 - Dec 2019 Ceased
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