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- Jonathan Rogers
Jonathan Rogers
- Name
- Jonathan Rogers
- ID
- 1001987
- ABN
- –
- First Provided Advice
- 1998
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1990 - Bachelor of Economics - Bachelor Degree (AQF 7) - Macquarie University
- 1995 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
- 2011 - Margin Lending - Other - Stockbrokers Association of Australia (formerly SDIA)
- 2011 - Securities - Other - Stockbrokers Association of Australia (formerly SDIA)
- 2015 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan Higher Education Pty Limited
- 2025 - FPC002B - Ethics and Professionalism in Fianncial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Lgt Wealth Management Limited (#231127)
- Commenced
- Feb. 28, 2011
- Ceased
- April 28, 2023
- Status
- Current
- Licence Holder
- Fortnum Private Wealth ltd (#357306)
- Commenced
- July 27, 2026
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
- William Buck Wealth Advisors (nsw) Pty Ltd (#240769)
- Commenced
- Feb. 15, 2003
- Ceased
- Nov. 30, 2010