Financial Adviser
· MAITLAND, NSW
Leon Reginald Jones
No disciplinary history on record with ASIC
MAITLAND,
NSW
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000304958
Leon Reginald Jones is a financial adviser based in Maitland, New South Wales, with 20 years of experience in the financial services industry since 2006. Leon is currently authorised under Synchron Advice. Leon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Leon's qualifications include a Bachelor of Commerce from University of Newcastle. Leon is a member of SMSF Association.
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
2000
Bachelor of Commerce
University of Newcastle
2003
Diploma of Financial Planning
Deakin University/FPA
2008
Self Managed Superannuation Funds
Kaplan Professional
2011
Intermediate Aged Care Facts & Finance
Aged Care Adviser Network
2011
Introduction to Aged Care
Aged Care Adviser Network
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Source: ASIC Financial Advisers Register