Caitlin Laffey – Financial Adviser

Adviser identifying number: 1005341
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2014

Name of the licence holder: JBWERE LTD
Licence number: 341162
Licensee’s ABN: 68137978360
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 17/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JBWERE LTD
Authorised Representative identifying number: 000341162
Authorised Representative’s ABN: 68137978360

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 Degree – Commerce – University of Otago
  • RG 146 – Core 1 Securities and Managed Investments – Stockbrokers Association of Australia

Relevant memberships of professional bodies or industry associations:

Caitlin Laffey is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Deposit & Payment Products – Non-Cash Deposit Products
  • Government Debentures, Stocks or Bonds
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Securities
  • Superannuation