Financial Adviser · WANGARATTA, VIC

Jurgen Hans Schonafinger

WANGARATTA, VIC

36 Years experience

Tax advice
authorised

ASIC Registered · ADV 000249849

Currently at

Financial Lifestyle Partners (North Vic)

Wangaratta, VIC (firm address)

View firm profile

About Jurgen Hans Schonafinger

Jurgen Hans Schonafinger is a financial adviser based in Wangaratta, Victoria, with 36 years of experience in the financial services industry since 1990. Jurgen is currently authorised under Financial Lifestyle Partners (North Vic). Jurgen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jurgen's qualifications include a Certified Financial Planner from FPA. Jurgen 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

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2001

Certified Financial Planner

FPA

2001

DFP 1-8

FPA

2001

Diploma of financial planning

Deakin University

2011

Margin Lending and Geared Investments

Kaplan

2014

ALPA

Kaplan

Registration History

Financial Lifestyle Partners (North Vic) Pty. Ltd.

Jan 2022 - Present Current

Superannuation: Not authorised to provide SMSF advice.

Ri Advice Group Pty Ltd

Mar 2009 - Jan 2022 Ceased

Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register