Financial Adviser
· ST KILDA, VIC
Jonathan Stewart Henderson
No disciplinary history on record with ASIC
ST KILDA,
VIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298623
About Jonathan Stewart Henderson
Jonathan Stewart Henderson is a financial adviser based in St Kilda, Victoria, with 3 years of experience in the financial services industry since 2023. Jonathan is currently authorised under First Financial. 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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
Restrictions: Derivatives
Authorised to provide tax financial advice services
Qualifications and Training
2018
Accredited Derivatives Adviser Level 1
Kaplan
2018
Advanced Diploma of Financial Planning
Monarch Institute
2018
Diploma of Financial Planning
Monarch Institute
2021
FPC001B
Other - Kaplan
2021
FPC001B Economic and legal context for financial planning
Kaplan
2021
FPC006
Other - Kaplan
2021
FPC006 Tax Law for Financial Planning
Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan Professional