Financial Adviser · SOUTHPORT, QLD

Pei-chun Jones

SOUTHPORT, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001269058

Currently at

Ready Advice

Barangaroo, NSW (firm address)

View firm profile

About Pei-chun Jones

Pei-chun Jones is a financial adviser based in Southport, Queensland, with 8 years of experience in the financial services industry since 2018. Pei-chun is currently authorised under Lifestyle Asset Management, operating through Ready Advice. Pei-chun holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Pei-chun's qualifications include a Master of International Economics and Finance from University of Queensland.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Restriction on providing advice to establish new SMSFs

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Economics

University of Queensland

2003

Master of International Economics and Finance

University of Queensland

2023

Tax for Financial Advising

Kaplan Professional

2026

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Lifestyle Asset Management Pty Ltd

Jul 2026 - Present Current

Restriction on providing advice to establish new SMSFs

NEXT GENERATION ADVICE PTY LTD

May 2022 - Feb 2024 Ceased

Future Assist Financial Services Group Pty Ltd

Nov 2018 - Oct 2020 Ceased

Source: ASIC Financial Advisers Register