Paul Jackson Financial Planner Report

Name:
Paul Keith Jackson

Rep Number:
000257781

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2013-09-03 onwards

Location:
Brisbane, , QLD, 0

Licensee
Name:

Number:
000237874

ABN:
60 010 875 073

Appointed By
Name:
Plan 2 Pty Ltd

Licence Number:
000237874

ABN:
60 010 875 073

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

Qualifications
Australian Executor Trustees
Applied Self Managed Super Fund Advice
FPA
CFP 1 - Ethics, Professionalism and Compliance
FPA/Deakin University
Diploma of Financial Planning
Securities Institute Education
Financial Planning Principles & Practice Course
Kaplan
Margin Lending and Geared Investments

Memberships
Financial Planning Association of Australia (FPA)