Stephen Jones Financial Planner Report

Name:
Stephen William Jones

Rep Number:
000299544

Status:
Current

First Advice:
1996

Disciplinary action:
No action

Most Recent Role:
2013-03-01 onwards

Licensee
Name:

Number:
000237971

ABN:
19 008 812 208

Appointed By
Name:
Smith Coffey Securities Pty Ltd

Licence Number:
000237971

ABN:
19 008 812 208

May advise on following product areas:
Non-basic Deposit Products
Derivatives
FHSA Issued non ADI
Foreign Exchange Contracts
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
Edith Cowan University
Bachelor of Business (Accounting)
Financial Planning Association
Certified Financial Planner
CPA Australia
Certified Practicing Accountant
The Tax Institute
Chartered Tax Adviser
Institute of Public Accountants
Institute of Public Accountants

Memberships
Financial Planning Association of Australia (FPA)
Institute of Public Accountants (IPA)
The Tax Institute