Stuart Jones Financial Planner Report

Name:
Stuart Alwyn Jones

Rep Number:
000308380

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2007-04-26 onwards

Licensee
Name:

Number:
000230689

ABN:
28 056 426 932

Controlled By:

Appointed By
Name:
Apogee Financial Planning Limited

Licence Number:
000230689

ABN:
28 056 426 932

May advise on following product areas:
Non-basic Deposit Products
Non-Cash 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
Deakin University
CFP - Certified Financial Planner
Independent Centre of Financial Planning
Certificate - Advanced Investment Planning
Securities Institute
Certificate - Financial Planning Pronciples and Practice
Deakin University
Diploma - Financial Planning

Memberships
Financial Planning Association of Australia (FPA)