Jawad Ahmad – Financial Adviser
Adviser identifying number: 307873
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: THORNTON GROUP (AUSTRALIA) PTY LIMITED
Licence number: 223670
Licensee’s ABN: 88101789226
Licence controlled by: THORNTON GROUP (SA) PTY LTD
The date the Financial Adviser commenced the appointment: 22/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE TRUSTEE FOR MSW UNIT TRUST
Authorised Representative identifying number: 468631
Authorised Representative’s ABN: 74139125525
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Finance – University of Adelaide
- Diploma of Financial Services (Financial Planning) (FNS50804) – Tribeca (Aust) Pty Limited
- Graduate Diploma in Global Wealth Management – University of Adelaide
- Margin Lending Accreditation Program – Stockbrokers Association of Australia
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- CFP – Certified Financial Planner (FPA)
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
Jawad Ahmad is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility