John Clayton Financial Planner Report

Name:
John David Clayton

Rep Number:
000253216

Status:
Current

First Advice:
1994

Disciplinary action:
No action

Most Recent Role:
2016-07-01 onwards

ABN:
20 219 424 622

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
UNSW
Bachelor of Commerce

Memberships
Chartered Accountants Australia and New Zealand (CA)