JONATHAN WINFIELD
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2005 - Bachelor of Arts - Bachelor Degree (AQF 7) - The University of Sydney
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2016 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - Master of Business Administration - Masters Degree (AQF 9) - University of Technology Sydney
2025 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2025 - Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
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.