Financial Adviser
· MELBOURNE, VIC
Brendan Jones
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003717
Brendan Jones is a financial adviser based in Melbourne, Victoria, with 25 years of experience in the financial services industry. Brendan is currently authorised under Koda Capital Pty Ltd. Brendan 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 CFP from - Financial Planning Association of Australia/Deakin University. Brendan 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
1997
Bachelor Degree
Monash University
2000
Diploma
- Financial Planning Association of Australia/Deakin University
2004
CFP
- Financial Planning Association of Australia/Deakin University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register