Jeffrey Isaacs Financial Planner Report

Name:
Jeffrey Mark Isaacs

Rep Number:
001249040

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2016-10-24 onwards

Licensee
Name:

Number:
000409361

ABN:
89 125 557 002

Controlled By:

Appointed By
Name:
Merit Wealth Pty Ltd

Licence Number:
000409361

ABN:
89 125 557 002

May advise on following product areas:
Superannuation

Qualifications
Footscray Institute of Technology
Bachelor of Business (Accounting)
University of Adelaide
Cavendish & ICFS Specialist SMSF Course
Pinnacle
Diploma of Financial Planning

Memberships
CPA Australia (CPA)