Financial Adviser
· GLENELG NORTH, SA
Melanie Anne Jones
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003784
Melanie Anne Jones is a financial adviser based in Glenelg North, South Australia, with 19 years of experience in the financial services industry. Melanie is currently authorised under Count Financial Limited. Melanie 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Melanie 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
2006
Diploma of Financial Services (Financial Planning)
Tribeca
2007
Certificate in Rural Estate Planning
The University of Adelaide
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Introduction to SMSFs
Accurium Education
Registration History
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
WEALTHSURE PTY LTD
SEAGRIMS PTY LTD
Source: ASIC Financial Advisers Register