Financial Adviser · MELBOURNE, VIC

Jonothan Alexander Wilson Gourlay

22 Years experience
ASIC Registered · ADV 001237314

Jonothan Alexander Wilson Gourlay is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry. Jonothan is currently authorised under Mutual Trust Pty Ltd. Jonothan holds authorisations to advise on managed investments, securities, deposit products and margin lending. Their qualifications include a Master of Applied Finance from Kaplan. Jonothan is a member of Financial Services Institute of Australasia (FINSIA).

Authorised to Advise On

Managed Investments Securities Deposit Products Margin Lending

Qualifications and Training

1994
Bachelor of Arts (Hons)
University of Melbourne
2004
Graduate Diploma of Applied Finance
Kaplan
2010
Master of Applied Finance
Kaplan
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Nov 2015 - Present Current
Jun 2015 - Nov 2015 Ceased
CREDIT SUISSE (AUSTRALIA) PTY LIMITED
Apr 2010 - May 2015 Ceased

Source: ASIC Financial Advisers Register