Jean Findlay Financial Planner Report

Name:
Jean Kaoru Findlay

Rep Number:
000222823

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2004-05-05 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000236048

ABN:
24 003 221 583

Appointed By
Name:
Shaw And Partners Limited

Licence Number:
000236048

ABN:
24 003 221 583

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Managed Investment Schemes, including IDPS
MDA Services
Standard Margin Lending Facility
Miscellaneous Financial Investment Products - MDA Services
Securities
Superannuation

Qualifications
Tribeca
Accreditation for Self Managed Super Funds
University of Sydney
Bachelor of Science
Financial Planning Association
Diploma of Financial Planning
Deakin Prime
Margin Lending & Geared Investments
University of New South Wales
Master of Commerce (Finance)