Robert Jackson Financial Planner Report

Name:
Robert Mervyn Jackson

Rep Number:
000260098

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2004-02-01 onwards

Licensee
Name:

Number:
000239052

ABN:
69 008 896 311

Controlled By:

Appointed By
Name:
Patersons Securities Limited

Licence Number:
000239052

ABN:
69 008 896 311

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
IDPS Only
Managed Investment Schemes, excluding IDPS
Managed Investment Schemes, including IDPS
MDA Services
Own Managed Investment Scheme Only
Miscellaneous Financial Investment Products - MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Edith Cowan University
Bachelor of Business
Financial Planning Association
Certified Financial Planner
Financial Planning Association
Diploma of Financial Planning
Stockbrokers Association of Australia
Margin Lending

Memberships
FINSIA
Financial Planning Association of Australia (FPA)