Alexander James Jamieson – Financial Adviser
Adviser identifying number: 244428
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: AJ FINANCIAL PLANNING PTY LTD
Licence number: 387267
Licensee’s ABN: 61147115026
Licence controlled by:
The date the Financial Adviser commenced the appointment: 16/12/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AJ FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 000387267
Authorised Representative’s ABN: 61147115026
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:
- Advance Diploma of Financial Services (Financial Planning) – Tribecca
- Bachelor of Business – Victoria University
- Fellow Chartered Financial Practitioner – Association of Financial Advisers
- Responsible Investment Certification Program – Responsible Investment Association Australasia
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Responsible Investment Association Australasia
Alexander James Jamieson is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Foreign Exchange Contracts
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility