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About Us - Deborah
Jones and Associates |
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Deborah
Jones
and
Associates Pty Ltd was established in 1993.
We
cater to investors at all levels of experience, with financial strategies,
research and resources to suit their particular needs.
Whether your strategy requires a basic plan to get you started or a more
comprehensive approach, we are here to assist you. We pride ourselves on our
attention to detail and look forward to assisting you with your personal
strategy soon.
Deborah
Jones
and
Associates will work with you on a long term basis, to assist you in all the
different and sometimes challenging areas of your financial life. |
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Our Adviser |
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Deborah
Jones is an Authorised Representative of Financial Services Partners Pty
Ltd.
In 1984
Deborah Jones, founder and sole Director of Deborah Jones and Associates Pty
Ltd - Financial Planning - commenced her career in the industry. After six
(6) years of practicing in Sydney, Deborah decided to move to the Gold Coast
for a more balanced lifestyle.
During
this time she has successfully established and run her financial planning
business, through many business cycles. Her practice is positioned to fill a
clear market gap, that is – it provides the personalised service of a small
consultancy (her practice), with the backing of a large institutional base
(our dealer – Financial Services Partners Pty Ltd). |
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Deborah Jones
Financial Planning CFP, SA Fin |
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Our Loyal Team |
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Samantha Attwell
Personal Assistant to Deborah Jones
Certificate III Business Admin
Diploma of Financial Planning |
Sam has
been with us since May 2007 and is Deborah's personal assistant. Most times
Samantha will be your first point of contact when you ring us and her follow
through skills are legendary!
She is a
local girl and was attending Palm Beach Currumbin High School when she first
came to our office in 2007 as a school based trainee. During her traineeship
she completed her Certificate III in Business Administration. Sam liked
working with us so much she has stayed and is now undergoing her study to
become RG146 compliant. The area of work she enjoys most is ensuring that
clients have the correct risk insurance portfolio in place. |
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Kris Suttiloetkul
Para Planner
MA; MFM;
Grad Dip FM and BBA (Money and Banking) |
Kris
originally hails from Thailand where his family are astute business people.
However, he decided in 2003 that his career path would be better suited in
Australia, as such he has now completed his Master of Financial Management
and Master of Accounting with Central Queensland University and joined us in
January full time 2010. Kris’s strengths are: Investments and Accounting. |
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Behind the scenes |
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When you first meet us you may come in contact with myself and some or all
of the above team. However, this is not the complete picture of our robust
operation.
As part of financial planning structure it is necessary that Financial
Planners hold a licence through ASIC.
Deborah has chosen to utilise her licence via:
Financial
Services Partners
Financial Services Partners is a financial planning and advice business that provides back office support to our
business without being a direct influence on the day to day running or
decision making of the practice.
They provide us with robust back office support allowing us to concentrate
on providing service to our clients.
Some of the services that they provide to our practice are as follows:
Giving advice tools:
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Business rules
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Advice templates
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Approved Product Lists and research
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Legislation and investment updates by way of e-notes
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Marketing assistance
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Group rates for items such as software and professional indemnity
insurance premiums
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Professional Development Days
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Paraplanning services on demand
ANZ Bank
Although the strength of this organisation is not shown or felt by us on a
day by day basis, it is good to know that this is available to us if needed.
What ANZ provide to us is a wealth of resources however at no time have we
felt any pressure to utilise their specific products. You can be assured
that Deborah Jones and Associates – Deborah Jones – works solely with the
benefit of her clients in mind when developing her financial plans.
So
if you think we can
assist you - contact us as below:
Phone -
07 5522 6581
Fax -
07 5522 6732
Email
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djones@djones-pty.com
"Helping realise your financial goals" |
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Our
Onguard Safety Training team members - Our sister company |
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Bruce Lewis
Director - Product Design & Development
Dip.
Teach (IndArts); Bach Educ. (Industrial Arts); Grad Cert D&T; Cert II Info
Tech; Cert IV Training and Assess; |
Bruce is the product designer, developer and co-director of OnGuard Safety
Training Pty Ltd. He draws upon his 30 years of being a technology educator
and maintaining a duty of care system for teachers and in turn creating
safety conscious schools and workplaces. |
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Alexandra Graham
Marketing for Onguard Safety Training Programme
Office Manager
Diploma
of Financial Services, Cert III Business Administration |
Alex
has been with us for nearly six (6) years who also originally came to us as
a school based trainee. |
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Kathy Liu
Bookkeeper & Administrative Assistant
Degree
of Education (Geography) 1996, Diploma of Accounting 2008, Certificate IV in
Financial Service 2011 |
Every office needs one, thank goodness for the GST and the simpler tax
system |
