Roderick Jones Financial Planner Report

Name:
Roderick Ian Jones

Rep Number:
000267353

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2004-02-01 onwards

Location:
Northcote, , VIC, 0

Licensee
Name:

Number:
000238429

ABN:
23 001 774 125

Controlled By:

Appointed By
Name:
RI Advice Group Pty Ltd

Licence Number:
000238429

ABN:
23 001 774 125

May advise on following product areas:
Non-basic Deposit Products
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Victoria University of Wellington
Bachelor of Commerce and Administration
CPA
CPA
The National Finance Institute
Diploma of Finance & Mortgage Broking Management
FPA
Diploma of Financial Planning and Certified Financial Planner
Kaplan
SMSF

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Mortgage & Finance Association of Australia