Jonathan Lance Scholes – Financial Adviser

Adviser identifying number: 1240287
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: WEALTH MARKET PTY LTD
Licence number: 482898
Licensee’s ABN:
Licence controlled by: LOAN MARKET GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 23/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: WEALTH MARKET PTY LTD
Authorised Representative identifying number: 482898
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:

• Bachelor of Commerce – Deakin University
• CFP Certified Financial Planner – FPA
• DPML Margin Lending – Pinnacle Financial Services Academy
• Diploma of Financial Planning – Deakin University
• Foundation DFP – Deakin University

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

Jonathan Lance Scholes 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
• Margin Lending Facility / Standard Margin Lending Facility