Jon Tanner Financial Planner Report

Name:
Jon Tanner

Rep Number:
001006598

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2010-10-12 onwards

Licensee

Appointed By
Name:
Craigs Investment Partners Limited

Licence Number:
000363407

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Foreign Exchange Contracts
Government Debentures, Stocks or Bonds
Managed Investment Schemes, excluding IDPS
Securities

Qualifications
University of Otago
Bachelor of Commerce (Accounting and Finance)
Financial Markets Authority
Certificate of Authorisation AFA
University of Waikato
Diploma of Financial Planning
NZX
NZX Diploma

Memberships
NZX Adviser
New Zealand Institute of Directors