Financial Adviser
· MELBOURNE, VIC
Jonathan Black
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002038
Jonathan Black is a financial adviser based in Melbourne, Victoria, with 29 years of experience in the financial services industry. Jonathan is currently authorised under Oreana Financial Services Pty Ltd. Jonathan 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 Financial Advice Association of Australia Limited. Jonathan is a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australia (FINSIA).
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
1994
Bachelor of Commerce
Melbourne University
1999
Diploma of Financial Planning
Financial Advice Association of Australia Limited
1999
Graduate Diploma in Applied Finance & Investment
Kaplan Higher Education Pty Limited
2012
Certified Financial Planner
Financial Advice Association of Australia Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited