James Jacona Financial Planner Report

Name:
James Chatfield Jacona

Rep Number:
000296049

Status:
Current

First Advice:
2013

Disciplinary action:
No action

Most Recent Role:
2015-07-02 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000307248

ABN:
87 112 139 321

Controlled By:

Appointed By
Name:
Dover Financial Advisers Pty Ltd

Licence Number:
000307248

ABN:
87 112 139 321

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Western Sydney
Bachelor of Commerce
University of Southern Queensland
Master of Business with a specialisation in Personal Financial Planning
The Association of Superannuation Funds of Australia Limited
The Diploma of Financial Services (Superannuation) (FNS50904)
Kaplan
Tier 1 Margin Lending - Personal Advice

Memberships
Financial Planning Association of Australia (FPA)