Lyall Jones Financial Planner Report

Name:
Lyall Douglas Jones

Rep Number:
000314519

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-11-10 onwards

Location:
Perth, , WA, 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
CPA
Generic Financial Planning
Tribeca
Managed Investments
Kaplan
Margin Lending and Geared Investments
Kaplan
Risk Management
kaplan
Self Managed Super Fund Course

Memberships
CPA Australia (CPA)
National Tax & Accountants' Association Ltd. (NTAA)