Financial Adviser
· ROCKINGHAM, WA
Lyall Douglas Jones
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314519
Lyall Douglas Jones is a financial adviser based in Rockingham, Western Australia, with 23 years of experience in the financial services industry. Lyall is currently authorised under Spark Advisors Australia Pty Ltd. Lyall 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 Generic Financial Planning from CPA. Lyall is a member of CPA Australia (CPA), National Tax & Accountants' Association Ltd. (NTAA) and TPB.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Generic Financial Planning
CPA
2008
Self Managed Super Fund Course
kaplan
2009
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan
2009
Risk Management
Kaplan
2010
Margin Lending and Geared Investments
Kaplan