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  3. Jonathan David Kermode

Jonathan David Kermode

Name
Jonathan David Kermode
ID
417732
ABN
25182805667
First Provided Advice
1998

Qualifications

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

  • 2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia
  • 2012 - ASX Accredited Listed Products Adviser Program - - Kaplan Professional Education
  • 2012 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional

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
Future Assist Financial Services Group Pty Ltd (#413674)
Commenced
March 1, 2024
Ceased
April 3, 2024
Status
Ceased
Licence Holder
Future Wealth Advisory Pty Ltd (#536301)
Commenced
March 1, 2024
Ceased
Oct. 18, 2024
Status
Ceased
Licence Holder
Hayes Sterling Pty. Limited (#219195)
Commenced
May 26, 2020
Ceased
Sept. 17, 2020
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
Feb. 10, 2023
Ceased
May 2, 2023
Status
Ceased
Licence Holder
Lionsgate Financial Group Pty. Ltd. (#342766)
Commenced
Sept. 28, 2020
Ceased
April 23, 2021
Status
Ceased
Licence Holder
Ljfd Pty Ltd (#438458)
Commenced
May 3, 2021
Ceased
Oct. 13, 2022
Status
Ceased
Licence Holder
Sba Financial Pty Ltd (#238060)
Commenced
July 3, 2023
Ceased
Oct. 19, 2023
Status
Ceased
Licence Holder
Sentry Financial Services Pty Ltd (#286786)
Commenced
Sept. 23, 2015
Ceased
May 15, 2020
Status
Current
Licence Holder
Findex Advice Services Pty ltd (#243253)
Commenced
Nov. 11, 2024

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
Genesys Wealth Advisers Pty Limited (#232686)
Commenced
April 19, 2013
Ceased
Nov. 7, 2014
Status
Ceased
Licence Holder
Genesys Wealth Advisers Pty Limited (#232686)
Commenced
April 25, 2013
Ceased
May 1, 2015
Status
Ceased
Licence Holder
Magnitude Group Pty Ltd (#221557)
Commenced
May 4, 2015
Ceased
Sept. 18, 2015
Status
Ceased
Licence Holder
RI Advice Group Pty Ltd (#238429)
Commenced
Feb. 21, 2012
Ceased
March 28, 2013
Status
Ceased
Licence Holder
Whittaker Macnaught Pty. Ltd. (#246519)
Commenced
Feb. 1, 2010
Ceased
Feb. 1, 2012