ANDREW ALASTAIR GIBBS JONES

Financial Adviser · Canberra, ACT

Registered

Registration Number

000411211

Registration Status

Registered

Location

Canberra, ACT 2601

Providing Advice Since

1996

Registration Date

24/05/2021

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

1995 - Bachelor of Economics - Bachelor Degree (AQF 7) - Australian National University (ANU)
1998 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited (FAAA)
1998 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2004 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - Western Sydney University
2008 - Self Managed Superannuation Funds - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2012 - ALPA Accredited Listed Product Adviser - Other - Kaplan Professional
2015 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Professional
2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.