Jonathan Elliot Financial Planner Report

Name:
Jonathan Elliot

Rep Number:
000239748

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2016-11-08 onwards

Licensee
Name:

Number:
000488301

Controlled By:

Appointed By
Name:
Sba Advice Pty Ltd

Licence Number:
000488301

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

Qualifications
University of Tasmania
Bachelor Degree - Commerce
Financial Planning Association of Australia
CFP - Certified Financial Planner
Deakin University
Diploma - Financial Planning

Memberships
Financial Planning Association of Australia (FPA)