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- Financial Advisers Australia (FAA)
- Christopher Jones
Christopher Jones
- Name
- Christopher Jones
- ID
- 1005883
- ABN
- –
- First Provided Advice
- 1999
- Restrictions
- The Authorised Representative is not allowed to provide advice on buying or selling particular shares. If a client makes a request to buy or sell shares, or for particular shares to be included in a portfolio, the Authorised Representative may organise the transaction only. A Client Direction Authority No Advice form must be completed. The Authorised Representative is permitted to recommend to the client, as part of an overall strategy, to dispose of shares for the purposes of portfolio diversification only.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1997 - Bachelor of Economics (Social Sciences) Honours - - University of Sydney
- 2000 - CFP - - FPA
- 2000 - Diploma of Financial Planning - - Deakin University
- 2004 - Master of Commerce (Financial Planning) - - University of Western Sydney
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Ausure Pty Ltd (#238433)
- Commenced
- Feb. 1, 2019
- Ceased
- March 19, 2020
- Status
- Ceased
- Licence Holder
- Insight Investment Services Pty Ltd (#309996)
- Commenced
- March 20, 2020
- Ceased
- June 30, 2023
- Status
- Current
- Licence Holder
- Fintegrity Wealth Advisers Pty ltd (#534971)
- Commenced
- July 1, 2023
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Aware Financial Services Australia Limited (#238430)
- Commenced
- Feb. 16, 2004
- Ceased
- Aug. 31, 2016
- Status
- Ceased
- Licence Holder
- Parkside Investorplus Solutions Pty Limited (#225920)
- Commenced
- Sept. 27, 2016
- Ceased
- Jan. 31, 2019