JONATHAN RICHARD MULCONRY
Financial Adviser · Bondi Junction, NSW
📚 Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2008 - Taxation Planning - - Kaplan Professional
2011 - Margin Lending & Geared Investments - - Kaplan Professional
2013 - Master of Applied Finance - - Kaplan Professional
2016 - Certified Financial Planner Program - Professional Designations - Financial Planning Association of Australia (FPA)
🏢 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.