Jeremy Mortimer Financial Planner Report

Name:
Jeremy James Mortimer

Rep Number:
000288295

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2011-02-14 onwards

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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

Qualifications
Deakin University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)