Financial Adviser
· MELBOURNE, VIC
Jonathan Cohen
No disciplinary history on record with ASIC
MELBOURNE,
VIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304076
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Escala Wealth Management
About Jonathan Cohen
Jonathan Cohen is a financial adviser based in Melbourne, Victoria, with 2 years of experience in the financial services industry since 2024. Jonathan works at Escala Partners, which is licensed through Escala Wealth Management. Jonathan holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Bachelor of Commerce from The University of Melbourne.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Commerce
The University of Melbourne
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited