Shane Jones Financial Planner Report

Name:
Shane Anthony Jones

Rep Number:
000244946

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2010-11-17 onwards

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Trendline$ Pty. Ltd.

Licence Number:
000388519

ABN:
75 093 243 620

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Charles Sturt University
Bachelor of Business (Finance/Economics)
The Australian Institute of Financial Studies
Investment Planning 1
FPA
Risk Management & Insurance Planning
FPA
Wealth Creation and Retirement Planning

Memberships
Financial Planning Association of Australia (FPA)