Jason Poole Financial Planner Report

Name:
Jason Mark Poole

Rep Number:
000276499

Status:
Current

First Advice:
1990

Disciplinary action:
No action

Most Recent Role:
2004-05-27 onwards

Location:
Newcastle, , NSW, 0

Licensee
Name:

Number:
000238256

ABN:
45 087 470 200

Controlled By:

Appointed By
Name:
Matrix Planning Solutions Limited

Licence Number:
000238256

ABN:
45 087 470 200

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

Qualifications
The City University London
BSc Hons Investment and Financial Risk Mgt
Kaplan Professional Education
Certificate IV in Finance and Mortgage Broking
Tribeca
FNS60404 - Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
Margin Lending and Geared Investments
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
MDRT Member 2015