Jonathan Winfield
LEDGERSMITH WEALTH PTY LTD · Sutherland NSW 2232 · Advising since 2013
- 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
- 001006320
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- SPARK ADVISORS AUSTRALIA PTY LTD · AFSL 380552Through authorised representative LEDGERSMITH WEALTH PTY LTD (no. 001312228)Since 1 November 2024
- Principal business address
- Sutherland NSW 2232
- First year providing advice
- 2013
- Can provide tax (financial) advice
- Yes
- Memberships
- CFP - Certified Financial Planner (FPA); 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 investment schemes, including IDPS
- Retirement savings account products
- Securities
- 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.
- CURRENTNov 2024 – presentSPARK ADVISORS AUSTRALIA PTY LTD · AFSL 380552Through authorised representative LEDGERSMITH WEALTH PTY LTD (no. 001312228)
- CEASEDJan 2024 – Oct 2024PRIVATE WEALTH PTY LTD · AFSL 320404
- CEASEDMay 2023 – Jan 2024AUSTRALIAN EXECUTOR TRUSTEES LIMITED · AFSL 240023
- CEASEDMay 2020 – Apr 2021EQUITY TRUSTEES LIMITED · AFSL 240975
- CEASEDMay 2020 – Aug 2020EQUITY TRUSTEES SUPERANNUATION LIMITED · AFSL 229757
- CEASEDMay 2020 – Jan 2024EQUITY TRUSTEES WEALTH SERVICES LIMITED · AFSL 234528
- CEASEDFeb 2015 – Mar 2020PSK ADVISORY SERVICES PTY LTD · AFSL 234656
- CEASEDApr 2013 – Jan 2015COMMONWEALTH FINANCIAL PLANNING LIMITED · AFSL 231139
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
Accredited Aged Care Professional Program
Aged Care Steps · 2025 · Other
Accredited Listed Product Adviser (ALPA)
Kaplan Professional · 2025 · Other
Master of Business Administration
University of Technology Sydney · 2023 · Masters Degree (AQF 9)
Ethics & Professionalism in Financial Advice
Kaplan Professional · 2020 · Bridging Course - Ethics
Certified Financial Planner
Financial Advice Association Australia · 2016 · Professional Designations
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional · 2012 · Advanced Diploma (AQF 6)
Bachelor of Arts
The University of Sydney · 2005 · 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 Winfield claims the profile.
Reviews
Not yet reviewed
No client has reviewed Jonathan Winfield on Souffle yet.
Contacting Jonathan Winfield
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
LEDGERSMITH WEALTH PTY LTD
Authorised by SPARK ADVISORS AUSTRALIA PTY LTD · AFSL 380552
- 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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