Richard Jones Financial Planner Report

Name:
Richard Owen Jones

Rep Number:
000222773

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2016-06-20 onwards

Licensee
Name:

Number:
000334400

ABN:
57 134 661 706

Controlled By:

Appointed By
Name:
Spectrum Wealth Advisers Pty Ltd

Licence Number:
000334400

ABN:
57 134 661 706

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Swinburne University of Technology
Bachelor of Business (Accounting)
University of Technology Sydney (UTS)
Bachelor of Law
The National Finance Institute
Certificate IV in Finance and Mortgage Broking
Traineeship Management Australia (TMA)
Diploma of Financial Services (Financial Planning)

Memberships
FBAA - Finance Brokers Association of Australia