Simon Jones Financial Planner Report

Name:
Simon Eric Jones

Rep Number:
000276381

Status:
Current

First Advice:
2000

Disciplinary action:
No action

Most Recent Role:
2016-12-21 onwards

Location:
Werribee, , VIC, 0

Licensee

Appointed By
Name:
Partners Wealth Group Advice Pty Ltd

Licence Number:
000483842

May advise on following product areas:
Superannuation

Qualifications
University of Melbourne
Bachelor of Commerce
IIT
Diploma of Financial Planning
IIT
Specialist Self Managed Superannuation Funds Course

Memberships
CPA Australia (CPA)
National Tax Agents Association (NTAA+)