Financial Adviser
· TRARALGON, VIC
Jonathon Kirk
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000316055
Jonathon Kirk is a financial adviser based in Traralgon, Victoria, with 21 years of experience in the financial services industry. Jonathon is currently authorised under Morgans Financial Limited. Jonathon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a CFP from FPA / Deakin. Jonathon is a member of Certified Financial Planner - FPA and 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
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Business
Monash University
2003
Diploma Financial Planning
FPA / Deakin
2006
CFP
FPA / Deakin
Registration History
Source: ASIC Financial Advisers Register