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Jonathan Winfield

Name
Jonathan Winfield
ID
1006320
ABN
–
First Provided Advice
2013

Qualifications

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

  • 2005 - Bachelor of Arts - Bachelor Degree (AQF 7) - The University of Sydney
  • 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
  • 2016 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
  • 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
  • 2023 - Master of Business Administration - Masters Degree (AQF 9) - University of Technology Sydney
  • 2025 - Accredited Aged Care Professional Program - Other - Aged Care Steps
  • 2025 - Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CFP - Certified Financial Planner (FPA)
  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Australian Executor Trustees Limited (#240023)
Commenced
May 5, 2023
Ceased
Jan. 10, 2024
Status
Ceased
Licence Holder
Equity Trustees Limited (#240975)
Commenced
May 5, 2020
Ceased
April 16, 2021
Status
Ceased
Licence Holder
Equity Trustees Superannuation Limited (#229757)
Commenced
May 5, 2020
Ceased
Aug. 18, 2020
Status
Ceased
Licence Holder
Equity Trustees Wealth Services Limited (#234528)
Commenced
May 5, 2020
Ceased
Jan. 10, 2024
Status
Ceased
Licence Holder
Private Wealth Pty Ltd (#320404)
Commenced
Jan. 29, 2024
Ceased
Oct. 31, 2024
Status
Ceased
Licence Holder
Psk Advisory Services Pty Ltd (#234656)
Commenced
Feb. 23, 2015
Ceased
March 27, 2020
Status
Current
Licence Holder
Spark Advisors Australia Pty ltd (#380552)
Commenced
Nov. 1, 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
Commonwealth Financial Planning Limited (#231139)
Commenced
April 1, 2013
Ceased
Jan. 1, 2015