Financial Adviser · RINGWOOD, VIC

Shaun Phillip Jones

RINGWOOD, VIC

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002508

Currently at

Fortnum Advice

Sydney, NSW (firm address)

View firm profile

About Shaun Phillip Jones

Shaun Phillip Jones is a financial adviser based in Ringwood, Victoria, with 14 years of experience in the financial services industry since 2012. Shaun is currently authorised under Fortnum Advice. Shaun holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shaun's qualifications include a Master of Applied Finance (Financial Planning) from Kaplan Higher Education Pty Limited. Shaun 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

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2009

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Margin Lending & Geared Investments

Kaplan Higher Education Pty Limited

2013

Graduate Diploma in Applied Finance

Kaplan Higher Education Pty Limited

2015

Master of Applied Finance (Financial Planning)

Kaplan Higher Education Pty Limited

2022

Commercial Law

Kaplan Higher Education Pty Limited

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2022

Tax for Financial Advising

Kaplan Higher Education Pty Limited

2025

Aged Care Course

Aged Care Gurus

Registration History

Fortnum Advice Pty Ltd

Jul 2026 - Present Current

Not SMSF

Asire Financial Services Pty Ltd

Oct 2024 - Jun 2026 Ceased

Bridges Financial Services Pty Limited

Oct 2022 - Mar 2023 Ceased

Not authorised to provide SMSF advice.

Aware Financial Services Australia Limited

Dec 2019 - Jun 2021 Ceased

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Jul 2018 - Nov 2019 Ceased

FIRST STATE SUPER FINANCIAL SERVICES PTY LTD

Nov 2012 - Jun 2018 Ceased

Restricted to providing personal advice to First State Super members in relation to their interest in First State Super only.

Source: ASIC Financial Advisers Register