Jamie Ogden Financial Planner Report

Name:
Jamie John Ogden

Rep Number:
000458956

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2016-05-23 onwards

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Bright Advice Pty Ltd

Licence Number:
000458957

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
Tribeca
Advanced Diploma of Financial Services (Financial Planning)
The University of Adelaide
Cavendish & ICFS Specialist SMSF Course
Tribeca
Diploma of Financial Services (Financial Planning)
Macquarie University
Investment Portfolio Construction Course
Commonwealth Bank of Australia
Specialist Aged Care Accreditation

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)
SMSF Association