Jake Smith Financial Planner Report

Name:
Jake Smith

Rep Number:
001005804

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2011-06-14 onwards

Licensee
Name:

Number:
000238430

ABN:
86 003 742 756

Controlled By:

Appointed By
Name:
State Super Financial Services Australia Limited

Licence Number:
000238430

ABN:
86 003 742 756

May advise on following product areas:
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, excluding IDPS
Securities
Superannuation

Qualifications
University of Western Sydney (UWS)
Bachelor of Financial Advising
St George College
Diploma of Financial Services (Financial Planning) - TAFE NSW

Memberships
Financial Planning Association of Australia (FPA)