MELANIE ANNE JONES

Financial Adviser Β· Port Augusta, SA

Registered

Registration Number

001003784

Registration Status

Registered

Location

Port Augusta, SA 5700

Providing Advice Since

2007

Registration Date

29/05/2014

Financial Services Licensee

COMMONWEALTH FINANCIAL PLANNING LIMITED

Licence #000231139

πŸ“š Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2007 - Certificate in Rural Estate Planning - Certificate (AQF 1-4) - The University of Adelaide
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2024 - Introduction to SMSFs - Other - Accurium Education

🏒 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.