Financial Adviser
· MELBOURNE, VIC
Jason Andrew Reynolds
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000422924
Jason Andrew Reynolds is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry. Jason is currently authorised under Assetplan Financial Services Pty Ltd. Jason 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 Certified Financial Planner from FPA. Jason 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce
University of Tasmania
2008
Graduate Diploma of Financial Planning
FINSIA
2012
Certified Financial Planner
FPA
2013
Margin Lending Course
Kaplan
2013
Self Managed Superannuation Fund Specialisation
Kaplan
2020
Ethics and Professionalism in Financial Advice FPC002B
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register