Jeremy Green Financial Planner Report

Name:
Jeremy Jack Green

Rep Number:
000383102

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2010-09-17 onwards

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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
All Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
TAFE
Diploma of Business Studies
Kaplan
Margin Lending and Geared Investments
Kaplan
Self-Managed Super Funds

Memberships
Financial Planning Association of Australia (FPA)
SMSF Association