Financial Adviser
· ADELAIDE, SA
Danielle Brooke Jones
No disciplinary history on record with ASIC
ADELAIDE,
SA
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002674
About Danielle Brooke Jones
Danielle Brooke Jones is a financial adviser based in Adelaide, South Australia, with 12 years of experience in the financial services industry since 2014. Danielle is currently authorised under William Buck Wealth Advisors (SA). Danielle holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Danielle's qualifications include a Bachelor of Business (Commercial Law) from University of South Australia. Danielle is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Business (Commercial Law)
University of South Australia
2015
Advanced Diploma of Financial Planning
Kaplan
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
2022
Client Engagement Skill
Behavioural Finance - Kaplan
2023
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
Registration History
STATEWIDE SUPERANNUATION PTY LTD
Scope of Authority: COMPREHENSIVE. Adviser Is RESTRICTED from providing advice for the following classes of financial products: (i) standard margin lending facility; (ii) Self Managed Superannuation Funds (SMSFs). Adviser is RESTRICTED from dealing in a financial product by applying for, acquiring, varying or disposing of a financial product on behalf of anotherperson in respect of the following classes of products: (i) standard margin lending facility; (ii) Self Manager Superannuation Funds (SMSFs); to retail or wholesale clients.
Can provide advice in Superannuation except for Self-Managed Superannuation Funds.
No restrictions
Source: ASIC Financial Advisers Register