Financial Adviser
· GREENSBOROUGH, VIC
Jonathan Toh
No disciplinary history on record with ASIC
GREENSBOROUGH,
VIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001284667
About Jonathan Toh
Jonathan Toh is a financial adviser based in Greensborough, Victoria, with 4 years of experience in the financial services industry since 2022. Jonathan is currently authorised under Capstone Financial Planning, operating through Pmp Wealth. 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 Bachelor of Business (Financial Planning) with Distinction from Royal Melbourne Institute of Technology. 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
2016
Commercial Law LAW2442
RMIT University
2018
Taxation 1 LAW2453
RMIT University
2019
Bachelor of Business (Financial Planning) with Distinction
Royal Melbourne Institute of Technology
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
TASA and the TPB Professional Code of Conduct
Kaplan Professional
2025
Accredited Listed Product Adviser
Kaplan Professional
2026
SMSF Regulation and Taxation
Kaplan Professional