Financial Adviser · MARYVILLE, NSW

Jonathan Schafer

MARYVILLE, NSW

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002351

Currently at

Enlightened Wealth Advisers

Toowong, QLD (firm address)

View firm profile

About Jonathan Schafer

Jonathan Schafer is a financial adviser based in Maryville, New South Wales, with 17 years of experience in the financial services industry since 2009. Jonathan is currently authorised under Beryllium Advisers, operating through Enlightened Wealth Advisers. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a 5 unit CFP Certification Program from Financial Planning 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 Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2007

Bachelor of Commerce

The University of Newcastle

2007

Bachelor of Economics

The University of Newcastle

2010

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Self Managed Superannuation Funds

Kaplan Professional Education

2014

Advanced Diploma of Financial Planning

Kaplan Professional Education

2018

5 unit CFP Certification Program

Financial Planning Association of Australia Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2023

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Beryllium Advisers Pty Ltd

Jul 2025 - Present Current

Ri Advice Group Pty Ltd

Jun 2022 - Jun 2025 Ceased

Australia And New Zealand Banking Group Limited

Aug 2015 - Jun 2022 Ceased

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

ANNE STREET PARTNERS FINANCIAL SERVICES PTY LTD

May 2009 - Jul 2015 Ceased

Miscellaneous financial investment products restricted to instalment warrants issued in respect of interests in direct real property.

Source: ASIC Financial Advisers Register