Jason Sourasis Financial Planner Report

Name:
Jason Zack Sourasis

Rep Number:
000301307

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2014-04-16 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
La Trobe University
Bachelor of Economics
Tribeca Learning
Diploma of Financial Planning (DFP1-4)
Kaplan Professional Education
Estate Planning
Kaplan Professional Education
Investment Planning 2
Kaplan Professional Education
Margin Lending and Geared Investments