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- Jonathan Winfield
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
- 2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
- 2016 - Certified Financial Planner - Other - Financial Planning Association
- 2019 - Graduate Certificate in Business Administration - Other - University of Technology Sydney
- 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
- 2020 - FASEA Exam - Bachelor Degree (AQF 7) - FASEA
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