Lyall Douglas Jones – Financial Adviser

Adviser identifying number: 314519
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 19/06/2007
The date the Financial Adviser ceased the appointment: 09/11/2016
Name of the Authorised Representative: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 000234951
Authorised Representative’s ABN: 11074608558

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:

• Generic Financial Planning – CPA
• Managed Investments – Tribeca
• Margin Lending and Geared Investments – Kaplan
• Risk Management – Kaplan
• Self Managed Super Fund Course – kaplan

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• National Tax & Accountants’ Association Ltd. (NTAA)

Lyall Douglas Jones is authorised to provide advices on following products: