Financial Adviser
· SUBIACO, WA
Stephen William Jones
No disciplinary history on record with ASIC
SUBIACO,
WA
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000299544
About Stephen William Jones
Stephen William Jones is a financial adviser based in Subiaco, Western Australia, with 30 years of experience in the financial services industry since 1996. Stephen is currently authorised under Smith Coffey Securities. Stephen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephen's qualifications include a Bachelor of Business (Accounting) from Edith Cowan University. Stephen is a member of Institute of Public Accountants (IPA) and The Tax Institute.
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
1991
Bachelor of Business (Accounting)
Edith Cowan University
1996
Certified Practicing Accountant
CPA Australia
2012
Chartered Tax Adviser
The Tax Institute
2014
Institute of Public Accountants
Institute of Public Accountants
2019
Ethics & Professionalism
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register