Financial Adviser
· MELBOURNE, VIC
Jonathan Lance Scholes
No disciplinary history on record with ASIC
MELBOURNE,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001240287
About Jonathan Lance Scholes
Jonathan Lance Scholes is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. Jonathan is currently authorised under Financial Index Australia. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a CFP Certified Financial Planner from FPA. Jonathan 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
2000
Bachelor of Commerce
Deakin University
2005
Diploma of Financial Planning (2005) & Foundation DFP (2004)
Deakin University
2007
CFP Certified Financial Planner
FPA
2010
DPML Margin Lending
Pinnacle Financial Services Academy
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
WEALTH MARKET PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register