Financial Adviser · WARRAGUL, VIC

Jonathan Leslie Ridsdale

25 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001003494

Jonathan Leslie Ridsdale is a financial adviser based in Warragul, Victoria, with 25 years of experience in the financial services industry. Jonathan is currently authorised under Millennium 3 Financial Services Pty Ltd. Jonathan 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 5 unit CFP Certification Program from Financial Advice Association of Australia Limited. 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 Deposit Products Government Bonds

Restrictions: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Business

Monash University

2002

Diploma of Financial Advising

Securities Institute of Australia

2008

5 unit CFP Certification Program

Financial Advice Association of Australia Limited

2019

FPC002B Ethics and Professionalism in Financial Advice.

Ethics - Kaplan Higher Education Pty Limited

2020

FPC001B Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

2021

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Higher Education Pty Limited

Registration History

Millennium 3 Financial Services Pty Ltd

Mar 2019 - Present Current

Not authorised to provide SMSF advice.

Australia And New Zealand Banking Group Limited

Sep 2001 - Mar 2019 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register