Max Jacobs Financial Planner Report

Name:
Max Jacobs

Rep Number:
000249927

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2012-03-26 onwards

Location:
Camden, , NSW, 0

Licensee
Name:

Number:
000230692

ABN:
96 002 071 749

Controlled By:

Appointed By
Name:
Gwm Adviser Services Limited

Licence Number:
000230692

ABN:
96 002 071 749

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

Qualifications
Financial Planning Association of Australia
Diploma - Financial Planning
The NSW Institute of Technology
Diploma - Technology Commerce

Memberships
Financial Planning Association of Australia (FPA)