Jonathan Rogers – Financial Adviser

Adviser identifying number: 1001987
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998

Name of the licence holder: CRESTONE WEALTH MANAGEMENT LIMITED
Licence number: 231127
Licensee’s ABN: 50005311937
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016]

The date the Financial Adviser commenced the appointment: 28/02/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CRESTONE WEALTH MANAGEMENT LIMITED
Authorised Representative identifying number: 231127
Authorised Representative’s ABN: 50005311937

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:

• Accredited Derivatives Adviser (Level 1) – ASIC
• CPA Australia – CPA Australia
• Graduate Certificate of Financial Planning – FINSIA
• RG146 Life Insurance (Personal Advice) – Mentor Group
• RG146 Margin Lending and RG146 Securities – SAA/DeakinPrime

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• FINSIA

Jonathan Rogers is authorised to provide advices on following products:

• Derivatives
• Life Products / Investment Life Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility