HomeFinancial AdvisersSimon Eric Jones – Financial Adviser

Simon Eric Jones – Financial Adviser

Adviser identifying number: 276381
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: FINANCIAL WISDOM LIMITED
Licence number: 231138
Licensee’s ABN: 70006646108
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 25/05/2004
The date the Financial Adviser ceased the appointment: 01/09/2016
Name of the Authorised Representative: FINANCIAL WISDOM LIMITED
Authorised Representative identifying number: 000231138
Authorised Representative’s ABN: 70006646108

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:

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Relevant qualifications and training:

  • Bachelor of Commerce – University of Melbourne
  • Diploma of Financial Planning – IIT
  • Specialist Self Managed Superannuation Funds Course – IIT

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • National Tax Agents Association (NTAA+)

Simon Eric Jones is authorised to provide advices on following products:

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