Jodi Lee Lupton – Financial Adviser

Adviser identifying number: 1250507
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: BENTLEYS (QLD) SUPER PTY LTD
Licence number: 476816
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BENTLEYS (QLD) SUPER PTY LTD
Authorised Representative identifying number: 476816
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 – University of Southern Queensland
• CA SMSF Specialist – ICAA
• Chartered Accountant – ICAA
• RG146 – UNSW

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Jodi Lee Lupton is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation