Shaun Jones

Financial Adviser

ASIC adviser number:
001002508
Qualifications and training:

2007, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Higher Education Pty Limited
2009, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan Higher Education Pty Limited
2010, Margin Lending & Geared Investments, Other, Kaplan Higher Education Pty Limited
2013, Graduate Diploma in Applied Finance, Graduate Diploma (AQF 8), Kaplan Higher Education Pty Limited
2015, Master of Applied Finance (Financial Planning), Masters Degree (AQF 9), Kaplan Higher Education Pty Limited
2022, Commercial Law, Other, Kaplan Higher Education Pty Limited
2022, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited
2022, Tax for Financial Advising, Other, Kaplan Higher Education Pty Limited
2025, Aged Care Course, Other, Aged Care Gurus

When adviser first provided advice:
2012
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
Suite 28, 50 New St
Ringwood  VIC  3134
AFS licence holder name:
Fortnum Advice Pty Ltd
AFS licence number:
000519190
Licence controlled by:
Fortnum Private Wealth Ltd [Date Ceased: 11/12/2024]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».