Jo-anne Nelson – Financial Adviser
Adviser identifying number: 1254223
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: ARC FINANCIAL SOLUTIONS PTY LTD
Licence number: 319288
Licensee’s ABN: 57111997981
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: ARC FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 319288
Authorised Representative’s ABN: 57111997981
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 Business – University of Techonology Sydney
- Diploma of Financial Planning – Kaplan Professional
- Graduate Diploma of Applied Finance and Investment – FINSIA
Relevant memberships of professional bodies or industry associations: FINSIA
Jo-anne Nelson is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Superannuation