Robert Jason Financial Planner Report

Name:
Robert John Jason

Rep Number:
000274369

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2004-01-01 onwards

Licensee
Name:

Number:
000239183

ABN:
13 091 225 642

Appointed By
Name:
Aon Hewitt Financial Advice Limited

Licence Number:
000239183

ABN:
13 091 225 642

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
Certificate IV in Finance and Mortgage Broking FNS40811
Tribeca
Diploma of Financial Services (Financial Planning)
Kaplan Professional
Self Managed Superannuation Funds

Memberships
Association of Financial Advisers (AFA)
Financial Ombudsmen Service (FOS)