JONATHAN LANCE SCHOLES

Financial Adviser · Melbourne, VIC

Registered

JONATHAN LANCE SCHOLES is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2005, based in Melbourne, Victoria. They are authorised to provide advice under FINANCIAL INDEX AUSTRALIA PTY LTD (AFSL licence #000240559). Registered qualifications on file include 2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University, 2005 - Diploma of Financial Planning (2005) & Foundation DFP (2004) - Diploma (AQF 5) - Deakin University, 2007 - CFP Certified Financial Planner - - FPA. Professional memberships listed: Financial Advice Association of Australia (FAAA), Financial Advice Association of Australia (FAAA).

Registration Number

001240287

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2005

Registration Date

04/10/2018

Financial Services Licensee

FINANCIAL INDEX AUSTRALIA PTY LTD

Licence #000240559

📚 Qualifications & Training

2000 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University

2005 - Diploma of Financial Planning (2005) & Foundation DFP (2004) - Diploma (AQF 5) - Deakin University

2007 - CFP Certified Financial Planner - - FPA

2010 - DPML Margin Lending - - Pinnacle Financial Services Academy

2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.