STEPHEN WILLIAM JONES — Financial Adviser #000299544

Registration Number

000299544

Registration Status

Registered

Location

Subiaco, WA 6008

Providing Advice Since

1996

Registration Date

15/03/2006

Financial Services Licensee

SMITH COFFEY PTY LTD

Licence #000237972

📚 Qualifications & Training

1991 - Bachelor of Business (Accounting) - - Edith Cowan University

1996 - Certified Practicing Accountant - - CPA Australia

2012 - Chartered Tax Adviser - - The Tax Institute

2014 - Institute of Public Accountants - - Institute of Public Accountants

2019 - Ethics & Professionalism - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

Institute of Public Accountants (IPA)

The Tax Institute

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.