Martin Jakovics – Financial Adviser
Adviser identifying number: 263959
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: BRIDGES FINANCIAL SERVICES PTY LIMITED
Licence number: 240837
Licensee’s ABN: 60003474977
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 10/03/2004
The date the Financial Adviser ceased the appointment: 19/01/2011
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training:
- Accredited Aged Care Professional – Aged Care Steps
- Certified Financial Planner Program (CFP) – Financial Planning Association of Australia
- Diploma of Financial Planning – Financial Planning Association of Australia
- Margin Lending and Geared Investments – Kaplan Professional Education
- Self Managed Superannuation Funds – Tribeca Learning
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Martin Jakovics is authorised to provide advices on following products: