Data sourced from ASIC Financial Advisers Register
Financial Adviser · CAMBERWELL, VIC

Stuart Jones

15 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000409870

Stuart Jones is a financial adviser based in Camberwell, Victoria, with 15 years of experience in the financial services industry. Stuart is currently authorised under Akumin Financial Planning Pty Limited. Stuart 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 (Accounting) from Swinburne University of Technology. Stuart is a member of CA - Chartered Accountants Australia and New Zealand and MFAA - Mortgage & Finance Association of Australia.

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

2008
Bachelor of Business (Accounting)
Swinburne University of Technology
2009
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2010
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Graduate Diploma of Chartered Accounting
Institute of Chartered Accountants in Australia (ICAA)
2011
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2013
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2013
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Sep 2011 - Present Current
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