Jason Luke Zanini – Financial Adviser

Adviser identifying number: 334904
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: FINANCIAL STRATEGIES (SA) PTY LTD
Licence number: 326403
Licensee’s ABN: 54083005930
Licence controlled by:

The date the Financial Adviser commenced the appointment: 22/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL STRATEGIES (SA) PTY LTD
Authorised Representative identifying number: 326403
Authorised Representative’s ABN: 54083005930

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:

• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Limited
• Bachelor of Economics – University of Adelaide
• Certified Financial Planner (CFP – Deakin University FPA
• Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Limited

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Jason Luke Zanini 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