Financial Adviser
· MELBOURNE, VIC
Jonathan Lui
No disciplinary history on record with ASIC
MELBOURNE,
VIC
Tax advice
authorised
authorised
ASIC Registered · ADV 001320984
Jonathan Lui is a financial adviser based in Melbourne, Victoria. Jonathan is currently authorised under Shadforth Financial Group Limited, operating through Shadforth Financial Group. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Restrictions: Superannuation: Not authorised to provide SMSF advice.
Authorised to provide tax financial advice services
Qualifications and Training
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Superannuation: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register