Paul Jones Financial Planner Report

Name:
Paul Carey Bates Jones

Rep Number:
000224130

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2007-04-16 onwards

Licensee
Name:

Number:
000222828

ABN:
42 007 155 099

Appointed By
Name:
Strategic Financial Solutions Pty Ltd

Licence Number:
000222828

ABN:
42 007 155 099

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Melbourne
Bachelor of Science
Financial Planning Association
Certified Financial Planner
Securities Institute
Graduate Diploma of Financial Planning
Royal Melbourne Institute of Technology [RMIT]
Master of Business Administration

Memberships
Financial Planning Association of Australia (FPA)
Tax Practitioner Board