Jonathan Schafer Financial Planner Report

Name:
Jonathan Schafer

Rep Number:
001002351

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2015-08-30 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
Advanced Diploma of Financial Planning
The University of Newcastle
Bachelor of Commerce
The University of Newcastle
Bachelor of Economics
Kaplan Professional
Diploma of Financial Services (Financial Planning)
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)