Jonathan Elliot
Financial Adviser
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About
Jonathan Elliot is an ASIC-registered financial adviser based in Hobart, Tasmania, committed to helping clients achieve their financial goals. With over two decades of experience in the financial services industry, Jonathan brings a wealth of knowledge and a personalised approach to every client relationship. Jonathan holds a Bachelor of Commerce from the University of Tasmania (1998), a Diploma of Financial Planning from the Financial Planning Association of Australia (2001), and achieved Certified Financial Planner status in 2002. He also holds FPC002B certification from Kaplan Professional (2019). As a member of the Financial Advice Association of Australia (FAAA), Jonathan adheres to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, Jonathan can assist you with superannuation, insurance, wealth management and retirement planning. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. Jonathan provides tailored financial advice, taking the time to understand your unique circumstances and aspirations. • Superannuation advice • Insurance advice • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Jonathan today for a consultation and discover how he can help you achieve your financial dreams.
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Licence & Registration Details
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Frequently Asked Questions
What financial planning services does Jonathan Elliot offer?
Jonathan provides advice on superannuation, insurance, wealth management, retirement planning, and investments including life insurance, risk insurance, securities, and derivatives.
What qualifications does Jonathan Elliot have?
Jonathan holds a Bachelor of Commerce, a Diploma of Financial Planning, is a Certified Financial Planner, and holds FPC002B certification from Kaplan Professional.
What is Jonathan Elliot's approach to financial planning?
Jonathan takes a personalised approach, focusing on understanding your individual needs and goals to create tailored financial strategies.
What can I expect during my first meeting with Jonathan?
During your initial consultation, Jonathan will discuss your current financial situation, your goals, and your risk tolerance to develop a comprehensive understanding of your needs.
Is Jonathan Elliot a member of any professional associations?
Yes, Jonathan is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to professional standards and ethical conduct.
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