Jonathan Lance Scholes
FINANCIAL INDEX AUSTRALIA PTY LTD · Melbourne VIC 3000 · Advising since 2005
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001240287
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by (current)
- FINANCIAL INDEX AUSTRALIA PTY LTD · AFSL 240559Since 4 October 2018FINDEX ADVICE SERVICES PTY LTD · AFSL 243253Since 21 December 2017
- Principal business address
- Melbourne VIC 3000
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTOct 2018 – presentFINANCIAL INDEX AUSTRALIA PTY LTD · AFSL 240559
- CURRENTDec 2017 – presentFINDEX ADVICE SERVICES PTY LTD · AFSL 243253
- CEASEDFeb 2017 – Nov 2017WEALTH MARKET PTY LTD · AFSL 482898
- CEASEDMar 2016 – Jan 2017APOGEE FINANCIAL PLANNING PTY LTD · AFSL 230689
- CEASEDOct 2001 – Mar 2016SHADFORTH FINANCIAL GROUP LIMITED · AFSL 318613
- CEASEDSep 2000 – Sep 2001NIPPON LIFE INSURANCE AUSTRALIA AND NEW ZEALAND LIMITED · AFSL 230694
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan · 2020 · Bridging Course - Ethics
DPML Margin Lending
Pinnacle Financial Services Academy · 2010
CFP Certified Financial Planner
FPA · 2007
Diploma of Financial Planning (2005) & Foundation DFP (2004)
Deakin University · 2005 · Diploma (AQF 5)
Bachelor of Commerce
Deakin University · 2000 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Jonathan Lance Scholes claims the profile.
Reviews
Not yet reviewed
No client has reviewed Jonathan Lance Scholes on Souffle yet.
Contacting Jonathan Lance Scholes
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
FINANCIAL INDEX AUSTRALIA PTY LTD · AFSL 240559
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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