Samuel Jackson Eley – Financial Adviser

Adviser identifying number: 1234685
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: PERPETUAL TRUSTEE COMPANY LIMITED
Licence number: 236643
Licensee’s ABN: 42000001007
Licence controlled by: PERPETUAL LIMITED

The date the Financial Adviser commenced the appointment: 20/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PERPETUAL TRUSTEE COMPANY LIMITED
Authorised Representative identifying number: 236643
Authorised Representative’s ABN: 42000001007

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 Planning – Kaplan
• Certificate IV in Finance and Mortgage Broking – Kaplan
• Diploma of Financial Services – Kaplan

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

Samuel Jackson Eley is authorised to provide advices on following products:

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