Jonathan Black – Financial Adviser

Adviser identifying number: 1002038
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997

Name of the licence holder: BMS PRIVATE WEALTH PTY LTD
Licence number: 327330
Licensee’s ABN: 81131246896
Licence controlled by:

The date the Financial Adviser commenced the appointment: 11/10/2010
The date the Financial Adviser ceased the appointment: 01/05/2012
Name of the Authorised Representative:
Authorised Representative identifying number:
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 – Melbourne University
  • Certified Financial Planner – Financial Planning Association
  • Diploma of Financial Planning – Financial Planning Association
  • Graduate Diploma in Applied Finance & Investment – Securities Institute of Australia/FINSIA

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Financial Services Institute of Australia (FINSIA)

Jonathan Black is authorised to provide advices on following products: