Jason Vials Financial Planner Report

Name:
Jason Barrie Vials

Rep Number:
000232473

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2013-07-04 onwards

Location:
Bathurst, Regional NSW, NSW, 2795

Licensee
Name:

Number:
000232706

ABN:
89 051 208 327

Controlled By:

Appointed By
Name:
AMP Financial Planning Pty Limited

Licence Number:
000232706

ABN:
89 051 208 327

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
Superannuation

Qualifications
University of Sydney
Bachelor of Economics
Integratec (Australia) Pty Ltd
Certificate IV in Financial Planning
Pinnacle Financial Services Academy Pty Ltd
Diploma of Financial Planning

Memberships
AFP - Financial Planner (FPA)