Financial Adviser
· IPSWICH, QLD
Michelle Joanne Jones
No disciplinary history on record with ASIC
IPSWICH,
QLD
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001255687
About Michelle Joanne Jones
Michelle Joanne Jones is a financial adviser based in Ipswich, Queensland, with 9 years of experience in the financial services industry since 2017. Michelle is currently authorised under Alliance Wealth, operating through Red Diamond Wealth. Michelle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Michelle's qualifications include a Bachelor of Commerce (Accounting & Finance) from The University of Southern Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce (Accounting & Finance)
The University of Southern Queensland
2017
Diploma of Financial Planning (DFP1-3)
Kaplan Professional
2017
Securities and Managed Investments Program (DFP4)
Kaplan Professional
2020
TASA and the TPB Code of Professional Conduct Course
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register