Jim Pavlidis Financial Planner Report

Name:
Jim Pavlidis

Rep Number:
000235796

Status:
Current

First Advice:
1986

Disciplinary action:
No action

Most Recent Role:
2004-04-30 onwards

Licensee
Name:

Number:
000245569

ABN:
93 106 888 215

Controlled By:

Appointed By
Name:
Estate Planning Pty Ltd

Licence Number:
000275601

ABN:
92 003 309 859

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
Non-Standard Margin Lending Facility
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Technology Sydney
Bachelor Degree - Business

Memberships
Financial Planning Association of Australia (FPA)