Jayne Elizabeth Graving – Financial Adviser

Adviser identifying number: 1249673
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: FINANCIAL PLANNERS ALLIANCE PTY LTD
Licence number: 485276
Licensee’s ABN:
Licence controlled by: Jayne GRAVING

The date the Financial Adviser commenced the appointment: 04/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINANCIAL PLANNERS ALLIANCE PTY LTD
Authorised Representative identifying number: 485276
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:

• ASX Securities – Kaplan
• Certified Financial Planner – FPA
• Certified Financial Planner – FPA
• Grad Dip FP – University of the Sunshine Coast
• Graduate Diploma of Financial Planning – University of the Sunshine Coast
• Margin Lending – Kaplan
• Margin Lending and Gearing – Kaplan
• Self Managed Super Fund Course – Tribeca
• Self Managed Superannuation Funds – Tribeca
• Super Concepts & ICFS Specialist SMSF – University of Adelaide

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)
• SMSF Association

Jayne Elizabeth Graving 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