Financial Adviser
· CHARLESTOWN, NSW
Jonathon Missingham
No disciplinary history on record with ASIC
CHARLESTOWN,
NSW
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004188
About Jonathon Missingham
Jonathon Missingham is a financial adviser based in Charlestown, New South Wales, with 15 years of experience in the financial services industry since 2011. Jonathon is currently authorised under Count Financial Limited, operating through Count Financial. Jonathon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathon's qualifications include a 5 Unit Certified Financial Planner (CFP) Certification Program from Financial Planning Association of Australia (FPA).
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
2008
Bachelor of Management
Charles Sturt University
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
5 Unit Certified Financial Planner (CFP) Certification Program
Financial Planning Association of Australia (FPA)
2026
Introduction to SMSFs
Accurium Education