Jonathan Inglis Financial Planner Report

Name:
Jonathan Inglis

Rep Number:
001248714

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-10-14 onwards

Licensee
Name:

Number:
000230689

ABN:
28 056 426 932

Controlled By:

Appointed By
Name:
Apogee Financial Planning Limited

Licence Number:
000230689

ABN:
28 056 426 932

May advise on following product areas:
Non-basic Deposit Products
Non-Cash 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
Investment Banking Institute
Diploma of Financial Services

Memberships
Financial Planning Association of Australia (FPA)