Jason Mclaren Financial Planner Report

Name:
Jason Ian Mclaren

Rep Number:
001233716

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2015-07-15 onwards

Location:
Petrie, , QLD, 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
Securities
Superannuation

Qualifications
ASFA
Advanced Diploma of Financial Services (Superannuation)
Kaplan
Diploma of Financial Services (Financial Planning)
Queensland University of Technology
Master of Business (Applied Finance)
Queensland University of Technology
Master of Business (Professional Accounting)
Self Managed Super Fund Association
SMSF Specialist Advisor

Memberships
SMSF Association