JONATHAN LLEWELLYN

Financial Adviser Β· Robina, QLD

Registered

Registration Number

001298337

Registration Status

Registered

Location

Robina, QLD 4226

Providing Advice Since

2023

Registration Date

10/08/2022

Financial Services Licensee

ETHICAL PLANNERS PTY LTD

Licence #000505615

πŸ“š Qualifications & Training

2004 - Bachelor of Arts (International Relations) - Bachelor Degree (AQF 7) - University of Queensland
2004 - Bachelor of Laws - Bachelor Honours Degree (AQF 8) - University of Queensland
2010 - Master of Business Administration - Masters Degree (AQF 9) - Bond University
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

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.