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  3. Danielle Brooke Jones

Danielle Brooke Jones

Name
Danielle Brooke Jones
ID
1002674
ABN
–
First Provided Advice
2014
Restrictions
Can provide advice in Superannuation except for Self-Managed Superannuation Funds.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2011 - Bachelor of Business (Commercial Law) - Bachelor Degree (AQF 7) - University of South Australia
  • 2014 - Diploma Financial Planning - Diploma (AQF 5) - Kaplan Professional
  • 2015 - Advanced Diploma Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
  • 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
  • 2022 - Client Engagement Skills - Bridging Course - Other - Kaplan

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
Statewide Superannuation Pty Ltd (#243171)
Commenced
July 23, 2019
Ceased
April 9, 2021
Status
Current
Licence Holder
William Buck Wealth Advisors (sa) Pty ltd (#230637)
Commenced
April 12, 2021

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
Australian Executor Trustees Limited (#240023)
Commenced
June 10, 2014
Ceased
Jan. 16, 2018
Status
Ceased
Licence Holder
Shadforth Financial Group Limited (#318613)
Commenced
Aug. 1, 2017
Ceased
July 19, 2019