Steven Jones Financial Planner Report

Name:
Steven Leslie Jones

Rep Number:
000328208

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2015-06-30 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Gps Wealth Ltd

Licence Number:
000254544

ABN:
17 005 482 726

May advise on following product areas:
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
Superannuation

Qualifications
The National Finance Institute
Certificate IV in Financial Services(Finance/Mortgage Broking
Mentor Education
Certificate in Advance Investment Planning
Mentor Education
Certificate in Estate Planning
TAFE Queensland
Diploma in Financial Services (Financial Planning)
Cavendish
SMSF Specialist

Memberships
Association of Financial Advisers (AFA)