HomeFinancial AdvisersJames Chatfield Jacona – Financial Adviser

James Chatfield Jacona – Financial Adviser

Adviser identifying number: 296049
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: CROWE HORWATH FINANCIAL ADVICE PTY LTD
Licence number: 238244
Licensee’s ABN: 51060092631
Licence controlled by: CROWE HORWATH AUSTRALASIA PTY LTD

The date the Financial Adviser commenced the appointment: 01/10/2013
The date the Financial Adviser ceased the appointment: 31/12/2013
Name of the Authorised Representative: JAMES CHATFIELD JACONA
Authorised Representative identifying number: 000296049
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:

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Relevant qualifications and training:

  • Bachelor of Commerce – University of Western Sydney
  • Master of Business with a specialisation in Personal Financial Planning – University of Southern Queensland
  • The Diploma of Financial Services (Superannuation) (FNS50904) – The Association of Superannuation Funds of Australia Limited
  • Tier 1 Margin Lending – Personal Advice – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

James Chatfield Jacona is authorised to provide advices on following products:

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