Financial Adviser · MELBOURNE, VIC

Jonathon Bruce Ritzau

5 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001289218

Jonathon Bruce Ritzau is a financial adviser based in Melbourne, Victoria, with 5 years of experience in the financial services industry since 2021. Jonathon is currently authorised under Shadforth Financial Group Limited, operating through Shadforth Financial Group. Jonathon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathon's qualifications include a Bachelor of Commerce (Financial Planning) from University of the Sunshine Coast.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

2018

Bachelor of Commerce (Financial Planning)

University of the Sunshine Coast

2021

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Education Pty Ltd

Registration History

Shadforth Financial Group Limited

Nov 2024 - Present Current

Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Actuate Alliance Services Pty Ltd

Oct 2023 - Sep 2024 Ceased

Not authorised to provide SMSF advice.

Akumin Financial Planning Pty Limited

Jun 2021 - Apr 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register