JONATHAN GRAHAM MACLEOD
Financial Adviser · St.Leonards, NSW
📚 Qualifications & Training
1980 - Bachelor of Commerce - - Otago University NZ
2006 - Chartered Accountant Program - - Institute of Chartered Accountants Australia
2010 - Self Managed Superannuation Funds - - Kaplan Professional Education
2011 - ASX Accredited Listed Products Adviser - - Kaplan Professional Education
2011 - Graduate Diploma of Financial Planning - - Kaplan Professional Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.