Jason Reynolds Financial Planner Report

Name:
Jason Andrew Reynolds

Rep Number:
000422924

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2013-05-02 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000229613

ABN:
80 092 195 572

Controlled By:

Appointed By
Name:
Assetplan Financial Services Pty Ltd

Licence Number:
000229613

ABN:
80 092 195 572

May advise on following product areas:
Non-basic Deposit Products
FHSA Issued non ADI
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
University of Tasmania
Bachelor of Commerce
FPA
Certified Financial Planner Certification
FINSIA
Graduate Diploma of Financial Planning
Kaplan
Margin Lending Course
Kaplan
Self Managed Superannuation Fund Specialisation

Memberships
Financial Planning Association of Australia (FPA)