Financial Adviser
· DERWENT PARK, TAS
Jon Belkner
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250673
Jon Belkner is a financial adviser based in Derwent Park, Tasmania, with 30 years of experience in the financial services industry. Jon is currently authorised under Fyg Planners Pty Ltd. Jon 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Jon is a member of Mortgage & Finance Association of Australia.
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
Taxation Planning
FPA
2006
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited (Historical Tribeca)
2012
Dip FS (FMMB)
TAFE
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register