Steven Leslie Jones – Financial Adviser
Adviser identifying number: 328208
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: BUSINESS & ESTATE PLANNING SPECIALISTS HOLDINGS PTY LTD
Licence number: 379410
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/12/2010
The date the Financial Adviser ceased the appointment: 12/06/2013
Name of the Authorised Representative: STEVEN LESLIE JONES
Authorised Representative identifying number: 000328208
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:
- Certificate IV in Financial Services(Finance/Mortgage Broking – The National Finance Institute
- Certificate in Advance Investment Planning – Mentor Education
- Certificate in Estate Planning – Mentor Education
- Diploma in Financial Services (Financial Planning) – TAFE Queensland
- SMSF Specialist – Cavendish
Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)
Steven Leslie Jones is authorised to provide advices on following products: