Jacob Edgar Financial Planner Report

Name:
Jacob Matthew Edgar

Rep Number:
001007987

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2015-05-01 onwards

Location:
Dulwich, , SA, 0

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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
Superannuation

Qualifications
Flinders University
Bachelor of Commerce
Kaplan Professional Education
Diploma of Financial Planning
University of South Australia
MBA