Jackie Anne Cook – Financial Adviser

Adviser identifying number: 1001199
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: ACCORDIUS PTY LTD
Licence number: 321955
Licensee’s ABN:
Licence controlled by: KM CUSTODIANS PTY LTD

The date the Financial Adviser commenced the appointment: 21/02/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ACCORDIUS PTY LTD
Authorised Representative identifying number: 321955
Authorised Representative’s ABN:

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) – PS146 Training Australia
• Bachelor of Commerce (Accounting) – University of Ballarat
• Bachelor of Management (Human Resource Management) – University of Ballarat
• SMSF Specialist Advisor Accreditation – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Jackie Anne Cook is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services