LEON REGINALD JONES
Financial Adviser · Maitland, NSW
📚 Qualifications & Training
2000 - Bachelor of Commerce - - University of Newcastle
2003 - Diploma of Financial Planning - - Deakin University/FPA
2008 - Self Managed Superannuation Funds - - Kaplan Professional
2011 - Intermediate Aged Care Facts & Finance - - Aged Care Adviser Network
2011 - Introduction to Aged Care - - Aged Care Adviser Network
🏢 Professional Memberships
SMSF Association
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.